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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 | $52,581+355.4% | $130,788+83.1% | $64,340+272.1% |
| Participation rate | 65.0% | 46.5%+18.5pp | 70.1%-5.1pp | 55.2%+9.8pp |
| Annual return | 18.82% | 20.39%-1.6pp | 386.44%-367.6pp | 24.14%-5.3pp |
| Employer contribution / active EE | $922 | $1,031-10.5% | $3,558-74.1% | $1,862-50.5% |
| Participant deferral / active EE | $1,849 | $2,200-16.0% | $4,137-55.3% | $2,980-38.0% |
| Admin fee / account holder | $4,619 | $4,583+0.8% | $6,673-30.8% | $3,703+24.7% |