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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 | $142,280 | $57,330+148.2% | $86,656+64.2% | $75,177+89.3% |
| Participation rate | 68.6% | 63.2%+5.4pp | 71.7%-3.1pp | 67.2%+1.4pp |
| Annual return | 21.09% | 2675.40%-2654.3pp | 593.09%-572.0pp | 160.75%-139.7pp |
| Employer contribution / active EE | $833 | $2,316-64.0% | $3,025-72.5% | $2,671-68.8% |
| Participant deferral / active EE | $7,870 | $3,320+137.0% | $4,439+77.3% | $4,126+90.7% |
| Admin fee / account holder | $855 | $4,115-79.2% | $5,619-84.8% | $5,651-84.9% |