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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 | $201,539 | $102,938+95.8% | $94,105+114.2% | $138,895+45.1% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 17.98% | 250.28%-232.3pp | 204.55%-186.6pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,883 | $2,732-31.1% | $2,504-24.8% | $4,194-55.1% |
| Participant deferral / active EE | $7,859 | $4,196+87.3% | $3,881+102.5% | $6,396+22.9% |
| Admin fee / account holder | $577 | $6,600-91.3% | $6,199-90.7% | $12,562-95.4% |