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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 | $28,624+208.3% | $53,647+64.5% | $82,637+6.8% |
| Participation rate | 52.0% | 47.3%+4.7pp | 56.3%-4.3pp | 68.1%-16.1pp |
| Annual return | 16.01% | 664.98%-649.0pp | 358.33%-342.3pp | 53.51%-37.5pp |
| Employer contribution / active EE | $1,849 | $637+190.4% | $962+92.2% | $2,552-27.6% |
| Participant deferral / active EE | $4,510 | $1,196+277.0% | $1,813+148.7% | $4,126+9.3% |
| Admin fee / account holder | $5,726 | $2,022+183.2% | $2,460+132.8% | $7,339-22.0% |