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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 | $94,349 | $58,726+60.7% | $142,898-34.0% | $85,847+9.9% |
| Participation rate | 68.0% | 58.5%+9.5pp | 72.0%-4.0pp | 69.3%-1.3pp |
| Annual return | 15.58% | 27.73%-12.1pp | 5639.64%-5624.1pp | 318.61%-303.0pp |
| Employer contribution / active EE | $5,700 | $1,424+300.4% | $4,146+37.5% | $2,565+122.2% |
| Participant deferral / active EE | $5,388 | $2,609+106.5% | $3,838+40.4% | $3,952+36.3% |
| Admin fee / account holder | $9,719 | $4,234+129.5% | $6,560+48.2% | $6,261+55.2% |