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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 | $76,538 | $48,078+59.2% | $78,676-2.7% | $62,881+21.7% |
| Participation rate | 69.2% | 65.2%+4.0pp | 73.6%-4.3pp | 69.3%-0.1pp |
| Annual return | 10.07% | 31.36%-21.3pp | 62.19%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $5,034 | $2,015+149.9% | $2,850+76.6% | $2,281+120.7% |
| Participant deferral / active EE | $6,617 | $2,587+155.8% | $3,517+88.2% | $3,203+106.6% |
| Admin fee / account holder | $815 | $3,206-74.6% | $4,510-81.9% | $4,296-81.0% |