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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 | $85,637 | $72,465+18.2% | $67,575+26.7% | $145,884-41.3% |
| Participation rate | 8.3% | 76.9%-68.5pp | 72.9%-64.6pp | 80.3%-72.0pp |
| Annual return | 17.19% | 7222.56%-7205.4pp | 3528.98%-3511.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,946 | $3,074-36.7% | $2,736-28.9% | $4,662-58.3% |
| Participant deferral / active EE | $2,262 | $4,786-52.7% | $4,003-43.5% | $6,690-66.2% |
| Admin fee / account holder | $7,524 | $5,515+36.4% | $3,993+88.4% | $13,392-43.8% |