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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 | $88,815-18.3% | $81,882-11.4% | $145,897-50.3% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 13.26% | 1033.75%-1020.5pp | 779.47%-766.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $4,877 | $3,086+58.0% | $2,916+67.2% | $4,663+4.6% |
| Participant deferral / active EE | $11,850 | $4,647+155.0% | $4,323+174.1% | $6,689+77.1% |
| Admin fee / account holder | $12,848 | $8,434+52.3% | $7,360+74.6% | $13,390-4.1% |