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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 | $155,830 | $68,880+126.2% | $120,580+29.2% | $80,959+92.5% |
| Participation rate | 69.4% | 61.7%+7.7pp | 72.0%-2.5pp | 67.7%+1.8pp |
| Annual return | 11.44% | 23.68%-12.2pp | 107.48%-96.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $4,614 | $2,066+123.3% | $3,469+33.0% | $2,757+67.3% |
| Participant deferral / active EE | $5,041 | $3,191+58.0% | $4,995+0.9% | $4,300+17.2% |
| Admin fee / account holder | $4,672 | $5,785-19.2% | $9,418-50.4% | $6,925-32.5% |