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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 | $56,063+227.8% | $76,051+141.7% | $80,911+127.1% |
| Participation rate | 67.3% | 62.0%+5.3pp | 69.1%-1.7pp | 67.6%-0.3pp |
| Annual return | 24.27% | 20.54%+3.7pp | 360.42%-336.1pp | 35.63%-11.4pp |
| Employer contribution / active EE | $1,987 | $1,874+6.0% | $2,690-26.1% | $2,756-27.9% |
| Participant deferral / active EE | $4,984 | $3,052+63.3% | $4,257+17.1% | $4,297+16.0% |
| Admin fee / account holder | $5,036 | $5,240-3.9% | $6,416-21.5% | $6,935-27.4% |