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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 | $53,856 | $73,421-26.6% | $66,439-18.9% | $155,188-65.3% |
| Participation rate | 25.0% | 79.7%-54.7pp | 74.5%-49.5pp | 80.8%-55.8pp |
| Annual return | 10.99% | 1382.37%-1371.4pp | 757.66%-746.7pp | 148.84%-137.8pp |
| Employer contribution / active EE | $5,919 | $3,039+94.8% | $2,637+124.5% | $4,248+39.3% |
| Participant deferral / active EE | $4,274 | $4,680-8.7% | $3,876+10.3% | $6,531-34.6% |
| Admin fee / account holder | $63,450 | $8,856+616.5% | $6,173+927.8% | $14,480+338.2% |