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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 | $62,308 | $52,507+18.7% | $129,406-51.9% | $74,478-16.3% |
| Participation rate | 67.6% | 53.9%+13.7pp | 69.6%-2.1pp | 67.2%+0.4pp |
| Annual return | 13.48% | 15.64%-2.2pp | 9468.18%-9454.7pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,425 | $1,534+58.1% | $4,155-41.6% | $2,626-7.7% |
| Participant deferral / active EE | $5,547 | $2,801+98.1% | $4,167+33.1% | $4,350+27.5% |
| Admin fee / account holder | $8,398 | $2,639+218.2% | $7,689+9.2% | $1,946+331.6% |