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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 | $85,934 | $72,426+18.7% | $67,560+27.2% | $145,897-41.1% |
| Participation rate | 21.7% | 76.9%-55.2pp | 72.9%-51.2pp | 80.3%-58.6pp |
| Annual return | 22.75% | 7226.78%-7204.0pp | 3533.50%-3510.7pp | 552.29%-529.5pp |
| Employer contribution / active EE | $484 | $3,074-84.3% | $2,737-82.3% | $4,663-89.6% |
| Participant deferral / active EE | $3,231 | $4,785-32.5% | $4,004-19.3% | $6,689-51.7% |
| Admin fee / account holder | $1,355 | $5,514-75.4% | $3,994-66.1% | $13,390-89.9% |