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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 | $72,465+18.6% | $67,575+27.2% | $145,884-41.1% |
| Participation rate | 21.7% | 76.9%-55.1pp | 72.9%-51.2pp | 80.3%-58.6pp |
| Annual return | 22.75% | 7222.56%-7199.8pp | 3528.98%-3506.2pp | 551.85%-529.1pp |
| Employer contribution / active EE | $484 | $3,074-84.3% | $2,736-82.3% | $4,662-89.6% |
| Participant deferral / active EE | $3,231 | $4,786-32.5% | $4,003-19.3% | $6,690-51.7% |
| Admin fee / account holder | $1,355 | $5,515-75.4% | $3,993-66.1% | $13,392-89.9% |