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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 | $102,789 | $81,749+25.7% | $58,544+75.6% | $139,456-26.3% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 14.41% | 7425.45%-7411.0pp | 4249.56%-4235.2pp | 373.45%-359.0pp |
| Employer contribution / active EE | $1,236 | $1,398-11.6% | $1,053+17.3% | $4,753-74.0% |
| Participant deferral / active EE | $1,239 | $2,555-51.5% | $1,923-35.6% | $6,711-81.5% |
| Admin fee / account holder | $1,564 | $3,272-52.2% | $2,520-37.9% | $11,407-86.3% |