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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 | $102,982 | $88,778+16.0% | $81,844+25.8% | $145,884-29.4% |
| Participation rate | 35.7% | 75.1%-39.4pp | 72.4%-36.7pp | 80.3%-44.6pp |
| Annual return | 12.68% | 1033.03%-1020.4pp | 778.87%-766.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,114 | $3,087-63.9% | $2,916-61.8% | $4,662-76.1% |
| Participant deferral / active EE | $1,114 | $4,648-76.0% | $4,323-74.2% | $6,690-83.3% |
| Admin fee / account holder | $3,851 | $8,430-54.3% | $7,355-47.6% | $13,392-71.2% |