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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 | $59,926 | $82,879-27.7% | $96,576-37.9% | $67,986-11.9% |
| Participation rate | 67.4% | 75.2%-7.8pp | 81.4%-14.1pp | 57.2%+10.2pp |
| Annual return | 44.42% | 36.90%+7.5pp | 38.47%+6.0pp | 31.67%+12.8pp |
| Employer contribution / active EE | $5,411 | $2,727+98.4% | $3,553+52.3% | $2,019+168.0% |
| Participant deferral / active EE | $7,072 | $6,976+1.4% | $7,956-11.1% | $3,358+110.6% |
| Admin fee / account holder | $2,616 | $2,783-6.0% | $11,381-77.0% | $3,203-18.3% |