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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 | $78,125 | $41,377+88.8% | $109,313-28.5% | $62,881+24.2% |
| Participation rate | 65.8% | 57.5%+8.2pp | 71.3%-5.5pp | 69.3%-3.5pp |
| Annual return | 153.85% | 11.05%+142.8pp | 22.07%+131.8pp | 20.14%+133.7pp |
| Employer contribution / active EE | $1,179 | $1,276-7.6% | $3,892-69.7% | $2,281-48.3% |
| Participant deferral / active EE | $2,505 | $2,045+22.5% | $3,166-20.9% | $3,203-21.8% |
| Admin fee / account holder | $2,476 | $2,884-14.2% | $5,666-56.3% | $4,296-42.4% |