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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 | $79,109 | $72,465+9.2% | $67,575+17.1% | $145,884-45.8% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 18.18% | 7222.56%-7204.4pp | 3528.98%-3510.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $10,708 | $4,786+123.8% | $4,003+167.5% | $6,690+60.1% |
| Admin fee / account holder | $2,257 | $5,515-59.1% | $3,993-43.5% | $13,392-83.1% |