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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 | $86,209 | $72,396+19.1% | $67,511+27.7% | $145,959-40.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 11.61% | 7194.07%-7182.5pp | 3517.41%-3505.8pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,650 | $3,071-13.7% | $2,733-3.0% | $4,661-43.1% |
| Participant deferral / active EE | $4,316 | $4,781-9.7% | $4,000+7.9% | $6,689-35.5% |
| Admin fee / account holder | $46,703 | $5,538+743.3% | $3,999+1067.9% | $13,398+248.6% |