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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 | $94,669 | $84,684+11.8% | $73,835+28.2% | $125,388-24.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 1.52% | 3123.93%-3122.4pp | 2268.13%-2266.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $4,739 | $3,123+51.7% | $2,788+70.0% | $4,866-2.6% |
| Participant deferral / active EE | $2,556 | $3,993-36.0% | $3,583-28.7% | $5,352-52.2% |
| Admin fee / account holder | $9,901 | $5,691+74.0% | $4,880+102.9% | $9,541+3.8% |