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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 | $104,369 | $47,479+119.8% | $62,929+65.9% | $82,448+26.6% |
| Participation rate | 59.3% | 66.9%-7.5pp | 73.1%-13.8pp | 68.1%-8.7pp |
| Annual return | 14.70% | 20.34%-5.6pp | 1063.93%-1049.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,409 | $1,885-25.3% | $2,505-43.7% | $2,551-44.8% |
| Participant deferral / active EE | $3,052 | $2,870+6.3% | $3,888-21.5% | $4,139-26.3% |
| Admin fee / account holder | $6,060 | $3,804+59.3% | $5,065+19.7% | $7,234-16.2% |