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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 | $89,031 | $84,684+5.1% | $73,835+20.6% | $125,388-29.0% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | 8.98% | 3123.93%-3115.0pp | 2268.13%-2259.1pp | 282.24%-273.3pp |
| Employer contribution / active EE | $4,232 | $3,123+35.5% | $2,788+51.8% | $4,866-13.0% |
| Participant deferral / active EE | $5,473 | $3,993+37.1% | $3,583+52.7% | $5,352+2.3% |
| Admin fee / account holder | $13,598 | $5,691+139.0% | $4,880+178.7% | $9,541+42.5% |