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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 | $87,326 | $88,815-1.7% | $81,882+6.6% | $145,897-40.1% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 12.70% | 1033.75%-1021.0pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,300 | $3,086-57.9% | $2,916-55.4% | $4,663-72.1% |
| Participant deferral / active EE | $9,819 | $4,647+111.3% | $4,323+127.1% | $6,689+46.8% |
| Admin fee / account holder | $8,845 | $8,434+4.9% | $7,360+20.2% | $13,390-33.9% |