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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 | $72,396-7.0% | $67,511-0.3% | $145,959-53.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 15.05% | 7194.07%-7179.0pp | 3517.41%-3502.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,078 | $3,071-32.3% | $2,733-24.0% | $4,661-55.4% |
| Participant deferral / active EE | $2,078 | $4,781-56.5% | $4,000-48.1% | $6,689-68.9% |
| Admin fee / account holder | $10,140 | $5,538+83.1% | $3,999+153.6% | $13,398-24.3% |