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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 | $107,005 | $50,534+111.7% | $213,469-49.9% | $64,340+66.3% |
| Participation rate | 56.3% | 46.3%+10.0pp | 77.1%-20.8pp | 55.2%+1.0pp |
| Annual return | 22.63% | 38.98%-16.4pp | 20.58%+2.0pp | 24.14%-1.5pp |
| Employer contribution / active EE | $3,022 | $1,419+112.9% | $4,994-39.5% | $1,862+62.3% |
| Participant deferral / active EE | $4,565 | $2,901+57.4% | $6,841-33.3% | $2,980+53.2% |
| Admin fee / account holder | $5,202 | $4,263+22.0% | $27,141-80.8% | $3,703+40.5% |