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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 | $178,992 | $58,493+206.0% | $84,023+113.0% | $72,976+145.3% |
| Participation rate | 64.4% | 61.2%+3.2pp | 69.0%-4.6pp | 69.5%-5.0pp |
| Annual return | 21.28% | 28.93%-7.7pp | 71.32%-50.0pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,632 | $1,163+126.3% | $1,984+32.7% | $2,440+7.9% |
| Participant deferral / active EE | $2,891 | $2,394+20.8% | $3,239-10.8% | $3,608-19.9% |
| Admin fee / account holder | $5,672 | $4,569+24.2% | $6,102-7.0% | $5,124+10.7% |