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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 | $55,574 | $85,515-35.0% | $112,040-50.4% | $67,986-18.3% |
| Participation rate | 65.0% | 68.2%-3.2pp | 76.5%-11.5pp | 57.2%+7.8pp |
| Annual return | 40.92% | 29.68%+11.2pp | 24.52%+16.4pp | 31.67%+9.3pp |
| Employer contribution / active EE | $3,202 | $2,191+46.1% | $2,954+8.4% | $2,019+58.6% |
| Participant deferral / active EE | $6,705 | $4,014+67.0% | $5,098+31.5% | $3,358+99.7% |
| Admin fee / account holder | $2,522 | $3,774-33.2% | $12,098-79.2% | $3,203-21.3% |