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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 | $75,541+5.5% | $152,093-47.6% | $82,637-3.6% |
| Participation rate | 60.5% | 66.5%-6.0pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 45.06% | 32.56%+12.5pp | 66.36%-21.3pp | 53.51%-8.4pp |
| Employer contribution / active EE | $4,638 | $2,622+76.9% | $4,175+11.1% | $2,552+81.7% |
| Participant deferral / active EE | $13,095 | $3,206+308.5% | $5,451+140.2% | $4,126+217.4% |
| Admin fee / account holder | $5,521 | $6,405-13.8% | $14,497-61.9% | $7,339-24.8% |