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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 | $184,841 | $48,050+284.7% | $96,754+91.0% | $64,340+187.3% |
| Participation rate | 48.3% | 40.6%+7.8pp | 70.3%-22.0pp | 55.2%-6.9pp |
| Annual return | 14.95% | 23.41%-8.5pp | 82.04%-67.1pp | 24.14%-9.2pp |
| Employer contribution / active EE | $1,826 | $1,204+51.7% | $2,679-31.8% | $1,862-1.9% |
| Participant deferral / active EE | $3,885 | $2,191+77.3% | $4,758-18.4% | $2,980+30.3% |
| Admin fee / account holder | $1,457 | $3,741-61.0% | $8,905-83.6% | $3,703-60.6% |