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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 | $136,375 | $29,736+358.6% | $56,033+143.4% | $80,935+68.5% |
| Participation rate | 67.1% | 41.7%+25.4pp | 52.5%+14.6pp | 67.7%-0.5pp |
| Annual return | 11.41% | 35.28%-23.9pp | 1711.38%-1700.0pp | 35.66%-24.3pp |
| Employer contribution / active EE | $2,079 | $671+209.6% | $1,041+99.7% | $2,757-24.6% |
| Participant deferral / active EE | $5,008 | $1,228+307.7% | $1,954+156.3% | $4,299+16.5% |
| Admin fee / account holder | $1,054 | $2,434-56.7% | $2,827-62.7% | $6,924-84.8% |