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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 | $69,398 | $100,911-31.2% | $90,440-23.3% | $158,966-56.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 11.81% | 1726.62%-1714.8pp | 1294.38%-1282.6pp | 302.95%-291.1pp |
| Employer contribution / active EE | $3,185 | $3,690-13.7% | $3,263-2.4% | $4,762-33.1% |
| Participant deferral / active EE | $6,825 | $4,348+56.9% | $3,964+72.2% | $5,983+14.1% |
| Admin fee / account holder | $10,367 | $6,507+59.3% | $5,615+84.6% | $11,250-7.9% |