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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 | $81,971 | $48,078+70.5% | $78,676+4.2% | $62,881+30.4% |
| Participation rate | 58.1% | 65.2%-7.1pp | 73.6%-15.5pp | 69.3%-11.2pp |
| Annual return | 64.64% | 31.36%+33.3pp | 62.19%+2.4pp | 20.14%+44.5pp |
| Employer contribution / active EE | $6,561 | $2,015+225.7% | $2,850+130.2% | $2,281+187.7% |
| Participant deferral / active EE | $4,402 | $2,587+70.1% | $3,517+25.2% | $3,203+37.4% |
| Admin fee / account holder | $678 | $3,206-78.9% | $4,510-85.0% | $4,296-84.2% |