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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 | $97,600 | $93,345+4.6% | $119,126-18.1% | $87,485+11.6% |
| Participation rate | 69.2% | 68.7%+0.5pp | 75.8%-6.5pp | 68.9%+0.3pp |
| Annual return | 25.76% | 19.08%+6.7pp | 282.11%-256.3pp | 26.06%-0.3pp |
| Employer contribution / active EE | $3,645 | $3,172+14.9% | $4,034-9.6% | $2,596+40.4% |
| Participant deferral / active EE | $7,184 | $4,099+75.3% | $5,318+35.1% | $4,274+68.1% |
| Admin fee / account holder | $15,438 | $8,039+92.0% | $10,693+44.4% | $7,775+98.6% |