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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 | $80,768 | $88,710-9.0% | $81,783-1.2% | $145,959-44.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 15.88% | 1027.26%-1011.4pp | 775.05%-759.2pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,390 | $3,083-54.9% | $2,913-52.3% | $4,661-70.2% |
| Participant deferral / active EE | $3,511 | $4,645-24.4% | $4,320-18.7% | $6,689-47.5% |
| Admin fee / account holder | $20,909 | $8,407+148.7% | $7,380+183.3% | $13,398+56.1% |