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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 | $88,259 | $29,319+201.0% | $52,425+68.4% | $82,448+7.0% |
| Participation rate | 52.0% | 46.9%+5.1pp | 55.6%-3.6pp | 68.1%-16.1pp |
| Annual return | 16.01% | 535.20%-519.2pp | 302.12%-286.1pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,849 | $586+215.2% | $914+102.2% | $2,551-27.5% |
| Participant deferral / active EE | $4,510 | $1,171+285.0% | $1,790+151.9% | $4,139+9.0% |
| Admin fee / account holder | $5,726 | $1,962+191.8% | $2,495+129.5% | $7,234-20.8% |