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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 | $102,353 | $69,118+48.1% | $53,647+90.8% | $138,895-26.3% |
| Participation rate | 22.2% | 64.0%-41.8pp | 56.3%-34.1pp | 79.9%-57.7pp |
| Annual return | 22.47% | 248.26%-225.8pp | 358.33%-335.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,089 | $1,189-8.5% | $962+13.2% | $4,194-74.0% |
| Participant deferral / active EE | $5,222 | $2,274+129.6% | $1,813+188.0% | $6,396-18.4% |
| Admin fee / account holder | $411 | $2,724-84.9% | $2,460-83.3% | $12,562-96.7% |