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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 | $28,379 | $100,938-71.9% | $90,461-68.6% | $158,982-82.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 86.53% | 1727.20%-1640.7pp | 1294.76%-1208.2pp | 302.99%-216.5pp |
| Employer contribution / active EE | $4,684 | $3,691+26.9% | $3,264+43.5% | $4,763-1.7% |
| Participant deferral / active EE | $9,273 | $4,350+113.2% | $3,964+133.9% | $5,983+55.0% |
| Admin fee / account holder | $2,155 | $6,510-66.9% | $5,617-61.6% | $11,252-80.8% |