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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 | $69,635 | $64,462+8.0% | $81,482-14.5% | $80,911-13.9% |
| Participation rate | 69.1% | 63.9%+5.2pp | 69.5%-0.4pp | 67.6%+1.4pp |
| Annual return | 14.64% | 16.35%-1.7pp | 24.79%-10.1pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,485 | $1,979+25.6% | $2,463+0.9% | $2,756-9.8% |
| Participant deferral / active EE | $4,457 | $3,094+44.1% | $3,885+14.7% | $4,297+3.7% |
| Admin fee / account holder | $4,421 | $5,678-22.1% | $5,761-23.3% | $6,935-36.3% |