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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 | $48,050+158.6% | $96,754+28.4% | $64,340+93.1% |
| Participation rate | 57.8% | 40.6%+17.2pp | 70.3%-12.5pp | 55.2%+2.6pp |
| Annual return | 14.65% | 23.41%-8.8pp | 82.04%-67.4pp | 24.14%-9.5pp |
| Employer contribution / active EE | $1,789 | $1,204+48.6% | $2,679-33.2% | $1,862-3.9% |
| Participant deferral / active EE | $4,853 | $2,191+121.5% | $4,758+2.0% | $2,980+62.8% |
| Admin fee / account holder | $5,157 | $3,741+37.8% | $8,905-42.1% | $3,703+39.3% |