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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 | $72,446-7.1% | $67,561-0.4% | $145,877-53.9% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 15.05% | 7211.98%-7196.9pp | 3525.44%-3510.4pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,078 | $3,072-32.4% | $2,735-24.0% | $4,663-55.4% |
| Participant deferral / active EE | $2,078 | $4,785-56.6% | $4,003-48.1% | $6,691-68.9% |
| Admin fee / account holder | $10,140 | $5,541+83.0% | $4,006+153.1% | $13,402-24.3% |