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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 | $80,849 | $72,426+11.6% | $67,560+19.7% | $145,897-44.6% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 9.70% | 7226.78%-7217.1pp | 3533.50%-3523.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,440 | $3,074+44.4% | $2,737+62.2% | $4,663-4.8% |
| Participant deferral / active EE | $2,904 | $4,785-39.3% | $4,004-27.5% | $6,689-56.6% |
| Admin fee / account holder | $7,090 | $5,514+28.6% | $3,994+77.5% | $13,390-47.1% |