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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 | $62,613 | $52,450+19.4% | $129,384-51.6% | $74,459-15.9% |
| Participation rate | 67.4% | 53.8%+13.6pp | 69.6%-2.2pp | 67.2%+0.2pp |
| Annual return | 14.60% | 15.65%-1.0pp | 9461.77%-9447.2pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $2,607 | $1,532+70.2% | $4,153-37.2% | $2,626-0.7% |
| Participant deferral / active EE | $3,286 | $2,797+17.5% | $4,166-21.1% | $4,350-24.4% |
| Admin fee / account holder | $1,210 | $2,636-54.1% | $7,686-84.3% | $1,945-37.8% |