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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 | $81,751 | $52,450+55.9% | $129,384-36.8% | $74,459+9.8% |
| Participation rate | 63.9% | 53.8%+10.0pp | 69.6%-5.7pp | 67.2%-3.3pp |
| Annual return | 16.30% | 15.65%+0.7pp | 9461.77%-9445.5pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $978 | $1,532-36.2% | $4,153-76.5% | $2,626-62.8% |
| Participant deferral / active EE | $3,074 | $2,797+9.9% | $4,166-26.2% | $4,350-29.3% |
| Admin fee / account holder | $5,149 | $2,636+95.3% | $7,686-33.0% | $1,945+164.7% |