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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 | $86,744 | $40,275+115.4% | $57,356+51.2% | $59,633+45.5% |
| Participation rate | 58.7% | 69.1%-10.4pp | 75.1%-16.4pp | 68.7%-10.0pp |
| Annual return | 1.22% | 27.52%-26.3pp | 24.41%-23.2pp | 2041.45%-2040.2pp |
| Employer contribution / active EE | $3,363 | $1,921+75.0% | $2,689+25.1% | $2,203+52.7% |
| Participant deferral / active EE | $4,334 | $2,400+80.6% | $3,162+37.1% | $3,192+35.8% |
| Admin fee / account holder | $4,954 | $2,820+75.6% | $3,357+47.6% | $4,297+15.3% |