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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,207 | $86,050-12.6% | $189,758-60.4% | $94,015-20.0% |
| Participation rate | 69.0% | 68.9%+0.1pp | 79.8%-10.8pp | 70.8%-1.9pp |
| Annual return | 26.17% | 17.77%+8.4pp | 52.62%-26.4pp | 17.84%+8.3pp |
| Employer contribution / active EE | $1,903 | $2,819-32.5% | $4,767-60.1% | $2,790-31.8% |
| Participant deferral / active EE | $4,307 | $3,349+28.6% | $5,856-26.5% | $4,249+1.3% |
| Admin fee / account holder | $8,388 | $6,627+26.6% | $20,388-58.9% | $8,951-6.3% |