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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 | $68,852+126.3% | $120,524+29.3% | $80,925+92.6% |
| Participation rate | 69.4% | 61.6%+7.8pp | 71.9%-2.5pp | 67.7%+1.8pp |
| Annual return | 11.44% | 23.67%-12.2pp | 107.36%-95.9pp | 35.65%-24.2pp |
| Employer contribution / active EE | $4,614 | $2,063+123.6% | $3,469+33.0% | $2,756+67.4% |
| Participant deferral / active EE | $5,041 | $3,187+58.2% | $4,994+0.9% | $4,299+17.3% |
| Admin fee / account holder | $4,672 | $5,781-19.2% | $9,440-50.5% | $6,940-32.7% |