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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 | $80,734 | $72,446+11.4% | $67,561+19.5% | $145,877-44.7% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 14.24% | 7211.98%-7197.7pp | 3525.44%-3511.2pp | 551.28%-537.0pp |
| Employer contribution / active EE | $624 | $3,072-79.7% | $2,735-77.2% | $4,663-86.6% |
| Participant deferral / active EE | $2,274 | $4,785-52.5% | $4,003-43.2% | $6,691-66.0% |
| Admin fee / account holder | $2,880 | $5,541-48.0% | $4,006-28.1% | $13,402-78.5% |