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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 | $74,283 | $171,867-56.8% | $149,721-50.4% | $147,586-49.7% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 15.54% | 2113.36%-2097.8pp | 1501.67%-1486.1pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,716 | $6,275-72.7% | $5,444-68.5% | $4,876-64.8% |
| Participant deferral / active EE | $5,314 | $7,270-26.9% | $6,568-19.1% | $5,439-2.3% |
| Admin fee / account holder | $8,651 | $13,799-37.3% | $11,282-23.3% | $10,886-20.5% |