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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 | $101,783 | $100,895+0.9% | $90,430+12.6% | $158,950-36.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 18.82% | 1725.54%-1706.7pp | 1293.73%-1274.9pp | 302.91%-284.1pp |
| Employer contribution / active EE | $1,670 | $3,689-54.7% | $3,262-48.8% | $4,762-64.9% |
| Participant deferral / active EE | $8,729 | $4,347+100.8% | $3,963+120.3% | $5,983+45.9% |
| Admin fee / account holder | $2,581 | $6,505-60.3% | $5,613-54.0% | $11,248-77.1% |