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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 | $29,733+97.9% | $56,025+5.0% | $80,959-27.3% |
| Participation rate | 63.3% | 41.7%+21.5pp | 52.5%+10.8pp | 67.7%-4.4pp |
| Annual return | 11.79% | 35.28%-23.5pp | 1712.69%-1700.9pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,673 | $672+149.0% | $1,042+60.6% | $2,757-39.3% |
| Participant deferral / active EE | $2,546 | $1,229+107.1% | $1,955+30.3% | $4,300-40.8% |
| Admin fee / account holder | $3,950 | $2,434+62.3% | $2,828+39.7% | $6,925-43.0% |