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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 | $67,899 | $109,905-38.2% | $98,506-31.1% | $167,553-59.5% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 16.93% | 1960.20%-1943.3pp | 1494.92%-1478.0pp | 478.89%-462.0pp |
| Employer contribution / active EE | $4,183 | $3,226+29.7% | $2,961+41.3% | $4,840-13.6% |
| Participant deferral / active EE | $4,483 | $4,674-4.1% | $4,277+4.8% | $6,343-29.3% |
| Admin fee / account holder | $883 | $6,760-86.9% | $5,955-85.2% | $12,316-92.8% |