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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 | $124,242 | $45,312+174.2% | $86,233+44.1% | $67,986+82.7% |
| Participation rate | 57.8% | 42.4%+15.4pp | 69.0%-11.2pp | 57.2%+0.6pp |
| Annual return | 14.65% | 24.79%-10.1pp | 61.39%-46.7pp | 31.67%-17.0pp |
| Employer contribution / active EE | $1,789 | $1,160+54.3% | $2,504-28.6% | $2,019-11.4% |
| Participant deferral / active EE | $4,853 | $2,185+122.2% | $4,559+6.4% | $3,358+44.5% |
| Admin fee / account holder | $5,157 | $3,295+56.5% | $8,342-38.2% | $3,203+61.0% |