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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 | $61,862 | $155,833-60.3% | $124,693-50.4% | $167,518-63.1% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 14.78% | 17.98%-3.2pp | 5144.19%-5129.4pp | 478.71%-463.9pp |
| Employer contribution / active EE | $1,686 | $4,164-59.5% | $3,324-49.3% | $4,838-65.2% |
| Participant deferral / active EE | $8,667 | $5,675+52.7% | $4,615+87.8% | $6,342+36.7% |
| Admin fee / account holder | $493 | $9,534-94.8% | $7,494-93.4% | $12,312-96.0% |