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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 | $91,140 | $65,361+39.4% | $92,903-1.9% | $72,983+24.9% |
| Participation rate | 68.3% | 68.3%0pp | 76.0%-7.7pp | 69.5%-1.2pp |
| Annual return | 24.24% | 42.11%-17.9pp | 109.43%-85.2pp | 81.01%-56.8pp |
| Employer contribution / active EE | $2,738 | $2,594+5.5% | $3,653-25.1% | $2,440+12.2% |
| Participant deferral / active EE | $6,212 | $3,128+98.6% | $4,238+46.6% | $3,608+72.2% |
| Admin fee / account holder | $732 | $4,251-82.8% | $5,795-87.4% | $5,124-85.7% |