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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 | $92,248 | $156,963-41.2% | $121,204-23.9% | $139,466-33.9% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 26.79% | 1476.75%-1450.0pp | 987.18%-960.4pp | 373.66%-346.9pp |
| Employer contribution / active EE | $2,079 | $5,544-62.5% | $4,170-50.1% | $4,754-56.3% |
| Participant deferral / active EE | $15,000 | $4,848+209.4% | $4,083+267.4% | $6,712+123.5% |
| Admin fee / account holder | $881 | $6,953-87.3% | $5,651-84.4% | $11,409-92.3% |