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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 | $60,929 | $88,702-31.3% | $81,780-25.5% | $145,978-58.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.59% | 1029.12%-1014.5pp | 776.27%-761.7pp | 550.52%-535.9pp |
| Employer contribution / active EE | $3,913 | $3,084+26.9% | $2,914+34.3% | $4,662-16.1% |
| Participant deferral / active EE | $2,823 | $4,645-39.2% | $4,321-34.7% | $6,690-57.8% |
| Admin fee / account holder | $4,742 | $8,414-43.6% | $7,384-35.8% | $13,400-64.6% |