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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 | $58,841 | $29,667+98.3% | $56,441+4.3% | $80,874-27.2% |
| Participation rate | 63.3% | 41.7%+21.6pp | 52.5%+10.8pp | 67.6%-4.4pp |
| Annual return | 11.79% | 35.22%-23.4pp | 1704.21%-1692.4pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,673 | $669+149.9% | $1,039+61.0% | $2,756-39.3% |
| Participant deferral / active EE | $2,546 | $1,227+107.6% | $1,953+30.4% | $4,297-40.7% |
| Admin fee / account holder | $3,950 | $2,429+62.6% | $2,829+39.6% | $6,935-43.0% |