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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 | $73,025 | $58,391+25.1% | $76,667-4.8% | $72,976+0.1% |
| Participation rate | 54.5% | 67.4%-12.8pp | 72.1%-17.6pp | 69.5%-14.9pp |
| Annual return | 22.12% | 2306.65%-2284.5pp | 1166.74%-1144.6pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,620 | $1,787-9.3% | $2,303-29.7% | $2,440-33.6% |
| Participant deferral / active EE | $3,599 | $2,690+33.8% | $3,336+7.9% | $3,608-0.2% |
| Admin fee / account holder | $350 | $4,014-91.3% | $6,423-94.6% | $5,124-93.2% |