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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 | $76,559 | $81,763-6.4% | $58,561+30.7% | $139,466-45.1% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 8.93% | 7427.77%-7418.8pp | 4251.33%-4242.4pp | 373.66%-364.7pp |
| Employer contribution / active EE | $7,154 | $1,398+411.7% | $1,053+579.1% | $4,754+50.5% |
| Participant deferral / active EE | $2,739 | $2,555+7.2% | $1,923+42.4% | $6,712-59.2% |
| Admin fee / account holder | $10,139 | $3,273+209.8% | $2,520+302.3% | $11,409-11.1% |