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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 | $108,648 | $72,465+49.9% | $67,575+60.8% | $145,884-25.5% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.8pp | 80.3%-17.1pp |
| Annual return | 9.94% | 7222.56%-7212.6pp | 3528.98%-3519.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,037 | $4,786-36.5% | $4,003-24.1% | $6,690-54.6% |
| Admin fee / account holder | $4,028 | $5,515-27.0% | $3,993+0.9% | $13,392-69.9% |