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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 | $88,778-31.4% | $81,844-25.6% | $145,884-58.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.59% | 1033.03%-1018.4pp | 778.87%-764.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $3,913 | $3,087+26.8% | $2,916+34.2% | $4,662-16.1% |
| Participant deferral / active EE | $2,823 | $4,648-39.3% | $4,323-34.7% | $6,690-57.8% |
| Admin fee / account holder | $4,742 | $8,430-43.7% | $7,355-35.5% | $13,392-64.6% |