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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% | $129,384-51.8% | $74,459-16.3% |
| Participation rate | 67.6% | 53.8%+13.7pp | 69.6%-2.0pp | 67.2%+0.4pp |
| Annual return | 13.48% | 15.65%-2.2pp | 9461.77%-9448.3pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $2,425 | $1,532+58.3% | $4,153-41.6% | $2,626-7.6% |
| Participant deferral / active EE | $5,547 | $2,797+98.3% | $4,166+33.2% | $4,350+27.5% |
| Admin fee / account holder | $8,398 | $2,636+218.6% | $7,686+9.3% | $1,945+331.8% |