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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 | $81,677 | $75,058+8.8% | $152,301-46.4% | $64,340+26.9% |
| Participation rate | 63.4% | 60.9%+2.5pp | 82.4%-19.1pp | 55.2%+8.1pp |
| Annual return | 22.52% | 29.93%-7.4pp | 80.50%-58.0pp | 24.14%-1.6pp |
| Employer contribution / active EE | $2,038 | $2,605-21.8% | $4,624-55.9% | $1,862+9.5% |
| Participant deferral / active EE | $5,408 | $5,041+7.3% | $8,004-32.4% | $2,980+81.4% |
| Admin fee / account holder | $6,142 | $4,050+51.6% | $14,398-57.3% | $3,703+65.9% |