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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 | $58,297 | $88,815-34.4% | $81,882-28.8% | $145,897-60.0% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 12.25% | 1033.75%-1021.5pp | 779.47%-767.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $4,996 | $3,086+61.9% | $2,916+71.3% | $4,663+7.2% |
| Participant deferral / active EE | $6,098 | $4,647+31.2% | $4,323+41.1% | $6,689-8.8% |
| Admin fee / account holder | $8,424 | $8,434-0.1% | $7,360+14.5% | $13,390-37.1% |