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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 | $111,022 | $58,726+89.1% | $142,898-22.3% | $85,851+29.3% |
| Participation rate | 67.9% | 58.5%+9.4pp | 72.0%-4.1pp | 69.3%-1.5pp |
| Annual return | 19.45% | 27.73%-8.3pp | 5639.64%-5620.2pp | 318.63%-299.2pp |
| Employer contribution / active EE | $7,207 | $1,424+406.2% | $4,146+73.8% | $2,565+180.9% |
| Participant deferral / active EE | $1,227 | $2,609-53.0% | $3,838-68.0% | $3,952-69.0% |
| Admin fee / account holder | $9,714 | $4,234+129.4% | $6,560+48.1% | $6,261+55.2% |