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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 | $117,685 | $43,730+169.1% | $66,674+76.5% | $64,097+83.6% |
| Participation rate | 64.1% | 50.7%+13.4pp | 73.7%-9.6pp | 55.2%+8.9pp |
| Annual return | 12.21% | 53.62%-41.4pp | 321.24%-309.0pp | 34.64%-22.4pp |
| Employer contribution / active EE | $817 | $1,673-51.1% | $2,620-68.8% | $1,891-56.8% |
| Participant deferral / active EE | $5,212 | $2,122+145.6% | $4,084+27.6% | $3,080+69.2% |
| Admin fee / account holder | $7,007 | $2,708+158.8% | $5,098+37.4% | $3,454+102.8% |