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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 | $63,092 | $100,895-37.5% | $90,430-30.2% | $158,950-60.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 37.37% | 1725.54%-1688.2pp | 1293.73%-1256.4pp | 302.91%-265.5pp |
| Employer contribution / active EE | $1,436 | $3,689-61.1% | $3,262-56.0% | $4,762-69.8% |
| Participant deferral / active EE | $1,531 | $4,347-64.8% | $3,963-61.4% | $5,983-74.4% |
| Admin fee / account holder | $16,037 | $6,505+146.5% | $5,613+185.7% | $11,248+42.6% |