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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 | $80,332+135.4% | $107,187+76.5% | $64,097+195.1% |
| Participation rate | 62.5% | 54.4%+8.1pp | 75.0%-12.5pp | 55.2%+7.3pp |
| Annual return | 15.68% | 24.26%-8.6pp | 204.55%-188.9pp | 34.64%-19.0pp |
| Employer contribution / active EE | $2,354 | $2,501-5.9% | $3,782-37.8% | $1,891+24.5% |
| Participant deferral / active EE | $4,677 | $3,109+50.4% | $5,096-8.2% | $3,080+51.8% |
| Admin fee / account holder | $10,705 | $4,314+148.1% | $9,162+16.8% | $3,454+209.9% |