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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 | $107,454 | $85,024+26.4% | $70,544+52.3% | $139,466-23.0% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.4%-1.7pp | 80.3%-13.7pp |
| Annual return | 31.26% | 30.39%+0.9pp | 32.79%-1.5pp | 373.66%-342.4pp |
| Employer contribution / active EE | $951 | $3,912-75.7% | $2,976-68.1% | $4,754-80.0% |
| Participant deferral / active EE | $6,445 | $5,891+9.4% | $4,568+41.1% | $6,712-4.0% |
| Admin fee / account holder | $574 | $8,928-93.6% | $6,427-91.1% | $11,409-95.0% |