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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 | $130,982 | $100,895+29.8% | $90,430+44.8% | $158,950-17.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 14.55% | 1725.54%-1711.0pp | 1293.73%-1279.2pp | 302.91%-288.4pp |
| Employer contribution / active EE | $2,302 | $3,689-37.6% | $3,262-29.4% | $4,762-51.7% |
| Participant deferral / active EE | $2,302 | $4,347-47.0% | $3,963-41.9% | $5,983-61.5% |
| Admin fee / account holder | $1,173 | $6,505-82.0% | $5,613-79.1% | $11,248-89.6% |