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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 | $187,954 | $67,602+178.0% | $82,312+128.3% | $70,126+168.0% |
| Participation rate | 63.1% | 72.8%-9.7pp | 76.9%-13.8pp | 69.5%-6.5pp |
| Annual return | 22.30% | 21.57%+0.7pp | 25.88%-3.6pp | 73.15%-50.8pp |
| Employer contribution / active EE | $2,900 | $1,755+65.3% | $2,428+19.4% | $2,343+23.8% |
| Participant deferral / active EE | $5,145 | $2,987+72.2% | $3,706+38.8% | $3,332+54.4% |
| Admin fee / account holder | $753 | $4,512-83.3% | $5,608-86.6% | $4,645-83.8% |