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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 | $74,306 | $48,327+53.8% | $67,575+10.0% | $80,935-8.2% |
| Participation rate | 68.5% | 66.4%+2.1pp | 72.9%-4.4pp | 67.7%+0.8pp |
| Annual return | 13.31% | 18.31%-5.0pp | 3528.98%-3515.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,282 | $2,022+62.3% | $2,736+20.0% | $2,757+19.1% |
| Participant deferral / active EE | $5,257 | $2,927+79.6% | $4,003+31.3% | $4,299+22.3% |
| Admin fee / account holder | $9,961 | $3,692+169.8% | $3,993+149.5% | $6,924+43.9% |