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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 | $63,773+9.2% | $81,286-14.3% | $80,925-14.0% |
| Participation rate | 69.1% | 63.9%+5.2pp | 69.5%-0.4pp | 67.7%+1.4pp |
| Annual return | 14.64% | 16.37%-1.7pp | 24.80%-10.2pp | 35.65%-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 | $3,093+44.1% | $3,883+14.8% | $4,299+3.7% |
| Admin fee / account holder | $4,421 | $5,682-22.2% | $5,764-23.3% | $6,940-36.3% |