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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 | $56,748 | $81,763-30.6% | $58,561-3.1% | $139,466-59.3% |
| Participation rate | 50.0% | 61.3%-11.3pp | 50.9%-0.9pp | 80.3%-30.3pp |
| Annual return | 16.21% | 7427.77%-7411.6pp | 4251.33%-4235.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,116 | $1,398-20.2% | $1,053+6.0% | $4,754-76.5% |
| Participant deferral / active EE | $2,380 | $2,555-6.8% | $1,923+23.8% | $6,712-64.5% |
| Admin fee / account holder | $4,446 | $3,273+35.8% | $2,520+76.4% | $11,409-61.0% |