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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 | $106,624 | $76,519+39.3% | $56,025+90.3% | $145,897-26.9% |
| Participation rate | 22.2% | 63.2%-41.0pp | 52.5%-30.3pp | 80.3%-58.1pp |
| Annual return | 22.19% | 3017.03%-2994.8pp | 1712.69%-1690.5pp | 552.29%-530.1pp |
| Employer contribution / active EE | $480 | $1,383-65.3% | $1,042-53.9% | $4,663-89.7% |
| Participant deferral / active EE | $5,944 | $2,624+126.5% | $1,955+204.1% | $6,689-11.1% |
| Admin fee / account holder | $1,104 | $3,331-66.9% | $2,828-61.0% | $13,390-91.8% |