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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 | $51,649+363.6% | $124,206+92.8% | $64,097+273.6% |
| Participation rate | 65.0% | 45.2%+19.9pp | 69.6%-4.5pp | 55.2%+9.9pp |
| Annual return | 18.82% | 19.98%-1.2pp | 515.27%-496.4pp | 34.64%-15.8pp |
| Employer contribution / active EE | $922 | $1,057-12.7% | $3,540-73.9% | $1,891-51.2% |
| Participant deferral / active EE | $1,849 | $2,165-14.6% | $3,968-53.4% | $3,080-40.0% |
| Admin fee / account holder | $4,619 | $4,237+9.0% | $5,929-22.1% | $3,454+33.7% |