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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 | $94,971 | $84,684+12.1% | $73,835+28.6% | $125,388-24.3% |
| Participation rate | 45.5% | 76.8%-31.3pp | 73.4%-28.0pp | 83.2%-37.7pp |
| Annual return | 2.64% | 3123.93%-3121.3pp | 2268.13%-2265.5pp | 282.24%-279.6pp |
| Employer contribution / active EE | $2,371 | $3,123-24.1% | $2,788-14.9% | $4,866-51.3% |
| Participant deferral / active EE | $2,790 | $3,993-30.1% | $3,583-22.1% | $5,352-47.9% |
| Admin fee / account holder | $1,054 | $5,691-81.5% | $4,880-78.4% | $9,541-89.0% |