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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 | $183,781 | $55,889+228.8% | $76,119+141.4% | $80,935+127.1% |
| Participation rate | 67.3% | 62.1%+5.3pp | 69.1%-1.7pp | 67.7%-0.3pp |
| Annual return | 24.27% | 20.58%+3.7pp | 361.25%-337.0pp | 35.66%-11.4pp |
| Employer contribution / active EE | $1,987 | $1,866+6.5% | $2,693-26.2% | $2,757-27.9% |
| Participant deferral / active EE | $4,984 | $3,051+63.3% | $4,259+17.0% | $4,299+15.9% |
| Admin fee / account holder | $5,036 | $5,241-3.9% | $6,421-21.6% | $6,924-27.3% |