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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 | $111,852 | $84,697+32.1% | $73,845+51.5% | $125,393-10.8% |
| Participation rate | 29.4% | 76.8%-47.4pp | 73.4%-44.0pp | 83.2%-53.8pp |
| Annual return | 1.92% | 3123.66%-3121.7pp | 2267.91%-2266.0pp | 282.23%-280.3pp |
| Employer contribution / active EE | $3,434 | $3,123+9.9% | $2,788+23.2% | $4,866-29.4% |
| Participant deferral / active EE | $4,480 | $3,993+12.2% | $3,583+25.0% | $5,351-16.3% |
| Admin fee / account holder | $8,989 | $5,692+57.9% | $4,881+84.2% | $9,541-5.8% |