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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 | $93,125 | $60,139+54.8% | $90,461+2.9% | $79,856+16.6% |
| Participation rate | 61.5% | 65.0%-3.5pp | 72.7%-11.2pp | 69.6%-8.1pp |
| Annual return | 10.64% | 71.96%-61.3pp | 1294.76%-1284.1pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,521 | $2,069-26.5% | $3,264-53.4% | $2,471-38.5% |
| Participant deferral / active EE | $790 | $2,939-73.1% | $3,964-80.1% | $3,741-78.9% |
| Admin fee / account holder | $1,910 | $3,978-52.0% | $5,617-66.0% | $5,306-64.0% |