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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 | $81,557 | $62,177+31.2% | $81,370+0.2% | $74,478+9.5% |
| Participation rate | 66.7% | 64.1%+2.6pp | 69.5%-2.9pp | 67.2%-0.6pp |
| Annual return | 12.82% | 16.62%-3.8pp | 24.85%-12.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,674 | $1,881+42.2% | $2,464+8.5% | $2,626+1.8% |
| Participant deferral / active EE | $6,268 | $3,219+94.7% | $3,885+61.3% | $4,350+44.1% |
| Admin fee / account holder | $6,993 | $1,927+263.0% | $5,749+21.6% | $1,946+259.4% |