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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 | $189,141 | $83,369+126.9% | $105,223+79.8% | $67,986+178.2% |
| Participation rate | 62.5% | 56.3%+6.2pp | 75.0%-12.5pp | 57.2%+5.3pp |
| Annual return | 15.68% | 24.64%-9.0pp | 180.65%-165.0pp | 31.67%-16.0pp |
| Employer contribution / active EE | $2,354 | $2,541-7.3% | $3,689-36.2% | $2,019+16.6% |
| Participant deferral / active EE | $4,677 | $3,295+41.9% | $5,072-7.8% | $3,358+39.3% |
| Admin fee / account holder | $10,705 | $4,073+162.9% | $8,859+20.8% | $3,203+234.2% |