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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 | $239,438 | $51,736+362.8% | $120,225+99.2% | $67,986+252.2% |
| Participation rate | 65.0% | 46.1%+19.0pp | 69.6%-4.5pp | 57.2%+7.8pp |
| Annual return | 18.82% | 31.98%-13.2pp | 439.23%-420.4pp | 31.67%-12.8pp |
| Employer contribution / active EE | $922 | $1,071-13.9% | $3,475-73.5% | $2,019-54.3% |
| Participant deferral / active EE | $1,849 | $2,206-16.2% | $3,999-53.8% | $3,358-44.9% |
| Admin fee / account holder | $4,619 | $4,159+11.0% | $5,696-18.9% | $3,203+44.2% |