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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 | $72,426+19.0% | $67,560+27.6% | $145,897-40.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 11.61% | 7226.78%-7215.2pp | 3533.50%-3521.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,650 | $3,074-13.8% | $2,737-3.2% | $4,663-43.2% |
| Participant deferral / active EE | $4,316 | $4,785-9.8% | $4,004+7.8% | $6,689-35.5% |
| Admin fee / account holder | $46,703 | $5,514+747.0% | $3,994+1069.3% | $13,390+248.8% |