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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 | $39,540 | $86,940-54.5% | $102,434-61.4% | $80,935-51.1% |
| Participation rate | 69.0% | 72.4%-3.4pp | 76.5%-7.5pp | 67.7%+1.4pp |
| Annual return | 22.33% | 18.89%+3.4pp | 29.46%-7.1pp | 35.66%-13.3pp |
| Employer contribution / active EE | $3,601 | $2,370+52.0% | $3,023+19.1% | $2,757+30.6% |
| Participant deferral / active EE | $7,592 | $4,121+84.2% | $5,055+50.2% | $4,299+76.6% |
| Admin fee / account holder | $10,685 | $8,047+32.8% | $9,462+12.9% | $6,924+54.3% |