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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 | $91,432 | $45,041+103.0% | $63,003+45.1% | $70,131+30.4% |
| Participation rate | 69.6% | 69.5%+0.1pp | 74.8%-5.2pp | 69.5%+0.1pp |
| Annual return | 14.56% | 18.76%-4.2pp | 87.59%-73.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,080 | $2,052+50.1% | $2,760+11.6% | $2,342+31.5% |
| Participant deferral / active EE | $4,983 | $2,465+102.1% | $3,329+49.7% | $3,332+49.6% |
| Admin fee / account holder | $3,389 | $2,836+19.5% | $3,600-5.9% | $4,645-27.1% |