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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 | $64,103 | $76,608-16.3% | $56,077+14.3% | $145,877-56.1% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 7.99% | 3009.59%-3001.6pp | 1709.28%-1701.3pp | 551.28%-543.3pp |
| Employer contribution / active EE | $591 | $1,382-57.2% | $1,040-43.2% | $4,663-87.3% |
| Participant deferral / active EE | $6,375 | $2,624+142.9% | $1,954+226.3% | $6,691-4.7% |
| Admin fee / account holder | $2,675 | $3,325-19.6% | $2,825-5.3% | $13,402-80.0% |