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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 | $72,396+11.5% | $67,511+19.6% | $145,959-44.7% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 14.24% | 7194.07%-7179.8pp | 3517.41%-3503.2pp | 561.95%-547.7pp |
| Employer contribution / active EE | $624 | $3,071-79.7% | $2,733-77.2% | $4,661-86.6% |
| Participant deferral / active EE | $2,274 | $4,781-52.4% | $4,000-43.2% | $6,689-66.0% |
| Admin fee / account holder | $2,880 | $5,538-48.0% | $3,999-28.0% | $13,398-78.5% |