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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 | $40,881 | $68,586-40.4% | $120,380-66.0% | $80,911-49.5% |
| Participation rate | 69.5% | 61.6%+7.9pp | 71.9%-2.4pp | 67.6%+1.9pp |
| Annual return | 29.01% | 23.62%+5.4pp | 107.28%-78.3pp | 35.63%-6.6pp |
| Employer contribution / active EE | $3,492 | $2,053+70.2% | $3,465+0.8% | $2,756+26.7% |
| Participant deferral / active EE | $5,505 | $3,174+73.4% | $4,992+10.3% | $4,297+28.1% |
| Admin fee / account holder | $1,420 | $5,733-75.2% | $9,421-84.9% | $6,935-79.5% |