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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 | $75,160 | $80,812-7.0% | $160,784-53.3% | $82,448-8.8% |
| Participation rate | 66.1% | 66.2%-0.2pp | 77.0%-10.9pp | 68.1%-2.0pp |
| Annual return | 15.11% | 100.59%-85.5pp | 1803.92%-1788.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $2,760 | $2,174+27.0% | $3,733-26.1% | $2,551+8.2% |
| Participant deferral / active EE | $6,243 | $4,335+44.0% | $6,293-0.8% | $4,139+50.8% |
| Admin fee / account holder | $4,447 | $7,695-42.2% | $9,717-54.2% | $7,234-38.5% |