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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 | $79,688 | $77,814+2.4% | $158,223-49.6% | $86,983-8.4% |
| Participation rate | 60.5% | 68.4%-7.9pp | 79.2%-18.7pp | 69.5%-9.0pp |
| Annual return | 45.06% | 30.54%+14.5pp | 52.09%-7.0pp | 25.83%+19.2pp |
| Employer contribution / active EE | $4,638 | $2,592+78.9% | $4,109+12.9% | $2,584+79.5% |
| Participant deferral / active EE | $13,095 | $3,270+300.5% | $5,467+139.5% | $4,194+212.2% |
| Admin fee / account holder | $5,521 | $5,879-6.1% | $16,047-65.6% | $7,856-29.7% |