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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 | $45,721 | $72,403-36.9% | $67,524-32.3% | $145,978-68.7% |
| Participation rate | 64.7% | 76.9%-12.2pp | 72.9%-8.2pp | 80.3%-15.6pp |
| Annual return | 13.77% | 7197.23%-7183.5pp | 3519.41%-3505.6pp | 550.52%-536.7pp |
| Employer contribution / active EE | $1,578 | $3,072-48.6% | $2,734-42.3% | $4,662-66.1% |
| Participant deferral / active EE | $2,325 | $4,782-51.4% | $4,001-41.9% | $6,690-65.2% |
| Admin fee / account holder | $4,718 | $5,541-14.9% | $4,001+17.9% | $13,400-64.8% |