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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 | $63,602 | $81,763-22.2% | $58,561+8.6% | $139,466-54.4% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.8pp |
| Annual return | 43.05% | 7427.77%-7384.7pp | 4251.33%-4208.3pp | 373.66%-330.6pp |
| Employer contribution / active EE | $945 | $1,398-32.4% | $1,053-10.3% | $4,754-80.1% |
| Participant deferral / active EE | $7,500 | $2,555+193.6% | $1,923+290.0% | $6,712+11.7% |
| Admin fee / account holder | $657 | $3,273-79.9% | $2,520-74.0% | $11,409-94.2% |