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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 | $155,866 | $78,682+98.1% | $109,188+42.7% | $85,851+81.6% |
| Participation rate | 68.4% | 68.3%+0.1pp | 75.9%-7.5pp | 69.3%-0.9pp |
| Annual return | 15.40% | 25.09%-9.7pp | 25.76%-10.4pp | 318.63%-303.2pp |
| Employer contribution / active EE | $1,981 | $2,734-27.5% | $3,723-46.8% | $2,565-22.8% |
| Participant deferral / active EE | $4,890 | $3,468+41.0% | $4,654+5.1% | $3,952+23.7% |
| Admin fee / account holder | $4,852 | $5,470-11.3% | $6,755-28.2% | $6,261-22.5% |