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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 | $43,533 | $185,225-76.5% | $142,898-69.5% | $167,536-74.0% |
| Participation rate | 68.4% | 78.5%-10.1pp | 72.0%-3.5pp | 82.1%-13.7pp |
| Annual return | 12.40% | 8558.12%-8545.7pp | 5639.64%-5627.2pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,437 | $5,607-74.4% | $4,146-65.3% | $4,839-70.3% |
| Participant deferral / active EE | $3,166 | $4,496-29.6% | $3,838-17.5% | $6,342-50.1% |
| Admin fee / account holder | $7,207 | $8,032-10.3% | $6,560+9.9% | $12,315-41.5% |