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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 | $53,719 | $45,119+19.1% | $85,126-36.9% | $74,429-27.8% |
| Participation rate | 59.8% | 49.4%+10.5pp | 67.5%-7.7pp | 67.2%-7.4pp |
| Annual return | 13.52% | 26.28%-12.8pp | 66.63%-53.1pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $1,875 | $1,460+28.4% | $2,731-31.4% | $2,625-28.6% |
| Participant deferral / active EE | $2,365 | $2,738-13.6% | $4,523-47.7% | $4,348-45.6% |
| Admin fee / account holder | $9,277 | $2,214+319.0% | $6,160+50.6% | $1,944+377.1% |