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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 | $72,426+11.5% | $67,560+19.5% | $145,897-44.7% |
| Participation rate | 58.3% | 76.9%-18.6pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 14.24% | 7226.78%-7212.5pp | 3533.50%-3519.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $624 | $3,074-79.7% | $2,737-77.2% | $4,663-86.6% |
| Participant deferral / active EE | $2,274 | $4,785-52.5% | $4,004-43.2% | $6,689-66.0% |
| Admin fee / account holder | $2,880 | $5,514-47.8% | $3,994-27.9% | $13,390-78.5% |