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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 | $72,565 | $88,710-18.2% | $81,783-11.3% | $145,959-50.3% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.6pp |
| Annual return | 13.26% | 1027.26%-1014.0pp | 775.05%-761.8pp | 561.95%-548.7pp |
| Employer contribution / active EE | $4,877 | $3,083+58.2% | $2,913+67.4% | $4,661+4.6% |
| Participant deferral / active EE | $11,850 | $4,645+155.1% | $4,320+174.3% | $6,689+77.2% |
| Admin fee / account holder | $12,848 | $8,407+52.8% | $7,380+74.1% | $13,398-4.1% |