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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 | $43,783 | $29,319+49.3% | $52,425-16.5% | $82,448-46.9% |
| Participation rate | 64.8% | 46.9%+18.0pp | 55.6%+9.2pp | 68.1%-3.3pp |
| Annual return | 18.20% | 535.20%-517.0pp | 302.12%-283.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,760 | $586+200.1% | $914+92.5% | $2,551-31.0% |
| Participant deferral / active EE | $1,903 | $1,171+62.5% | $1,790+6.3% | $4,139-54.0% |
| Admin fee / account holder | $3,106 | $1,962+58.3% | $2,495+24.5% | $7,234-57.1% |