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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 | $234,112 | $105,284+122.4% | $150,734+55.3% | $94,015+149.0% |
| Participation rate | 51.9% | 71.7%-19.8pp | 78.4%-26.5pp | 70.8%-18.9pp |
| Annual return | 16.62% | 15.67%+0.9pp | 600.81%-584.2pp | 17.84%-1.2pp |
| Employer contribution / active EE | $2,100 | $3,599-41.7% | $4,918-57.3% | $2,790-24.8% |
| Participant deferral / active EE | $5,468 | $4,274+28.0% | $5,610-2.5% | $4,249+28.7% |
| Admin fee / account holder | $15,129 | $9,839+53.8% | $14,905+1.5% | $8,951+69.0% |