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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 | $52,450+18.8% | $129,397-51.8% | $74,429-16.3% |
| Participation rate | 67.6% | 53.8%+13.7pp | 69.6%-2.0pp | 67.2%+0.4pp |
| Annual return | 13.48% | 15.65%-2.2pp | 9453.98%-9440.5pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,425 | $1,532+58.3% | $4,154-41.6% | $2,625-7.6% |
| Participant deferral / active EE | $5,547 | $2,797+98.3% | $4,167+33.1% | $4,348+27.6% |
| Admin fee / account holder | $8,398 | $2,636+218.6% | $7,679+9.4% | $1,944+331.9% |