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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 | $169,023 | $54,541+209.9% | $78,778+114.6% | $70,126+141.0% |
| Participation rate | 68.4% | 60.8%+7.6pp | 69.2%-0.8pp | 69.5%-1.1pp |
| Annual return | 19.56% | 21.07%-1.5pp | 35.62%-16.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $3,070 | $1,089+182.0% | $1,986+54.6% | $2,343+31.0% |
| Participant deferral / active EE | $3,148 | $2,210+42.5% | $2,958+6.4% | $3,332-5.5% |
| Admin fee / account holder | $7,062 | $3,709+90.4% | $5,134+37.6% | $4,645+52.0% |