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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 | $67,320 | $72,426-7.0% | $67,560-0.4% | $145,897-53.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 15.05% | 7226.78%-7211.7pp | 3533.50%-3518.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,078 | $3,074-32.4% | $2,737-24.1% | $4,663-55.4% |
| Participant deferral / active EE | $2,078 | $4,785-56.6% | $4,004-48.1% | $6,689-68.9% |
| Admin fee / account holder | $10,140 | $5,514+83.9% | $3,994+153.9% | $13,390-24.3% |