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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 | $88,672+10.1% | $105,223-7.2% | $82,448+18.4% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 25.76% | 30.86%-5.1pp | 180.65%-154.9pp | 41.64%-15.9pp |
| Employer contribution / active EE | $3,645 | $3,048+19.6% | $3,689-1.2% | $2,551+42.9% |
| Participant deferral / active EE | $7,184 | $4,036+78.0% | $5,072+41.6% | $4,139+73.6% |
| Admin fee / account holder | $15,438 | $7,146+116.0% | $8,859+74.3% | $7,234+113.4% |