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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 | $29,670+359.6% | $56,054+143.3% | $80,911+68.6% |
| Participation rate | 67.1% | 41.7%+25.5pp | 52.5%+14.6pp | 67.6%-0.5pp |
| Annual return | 11.41% | 35.24%-23.8pp | 1705.95%-1694.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,079 | $670+210.4% | $1,039+100.1% | $2,756-24.6% |
| Participant deferral / active EE | $5,008 | $1,227+308.2% | $1,952+156.5% | $4,297+16.5% |
| Admin fee / account holder | $1,054 | $2,431-56.6% | $2,822-62.6% | $6,935-84.8% |