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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 | $94,331 | $29,319+221.7% | $52,425+79.9% | $82,448+14.4% |
| Participation rate | 31.3% | 46.9%-15.6pp | 55.6%-24.4pp | 68.1%-36.8pp |
| Annual return | 19.76% | 535.20%-515.4pp | 302.12%-282.4pp | 41.64%-21.9pp |
| Employer contribution / active EE | $710 | $586+21.1% | $914-22.3% | $2,551-72.2% |
| Participant deferral / active EE | $3,236 | $1,171+176.2% | $1,790+80.7% | $4,139-21.8% |
| Admin fee / account holder | $1,912 | $1,962-2.6% | $2,495-23.4% | $7,234-73.6% |