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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 | $222,285 | $46,877+374.2% | $122,354+81.7% | $70,124+217.0% |
| Participation rate | 61.5% | 58.2%+3.3pp | 71.6%-10.1pp | 69.5%-8.0pp |
| Annual return | 20.09% | 24.22%-4.1pp | 30.28%-10.2pp | 73.14%-53.1pp |
| Employer contribution / active EE | $2,072 | $1,288+60.8% | $4,051-48.9% | $2,342-11.5% |
| Participant deferral / active EE | $3,549 | $2,167+63.7% | $3,287+8.0% | $3,332+6.5% |
| Admin fee / account holder | $1,810 | $3,324-45.5% | $5,479-67.0% | $4,645-61.0% |