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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 | $52,905 | $72,396-26.9% | $67,511-21.6% | $145,959-63.8% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 12.12% | 7194.07%-7182.0pp | 3517.41%-3505.3pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,337 | $3,071+41.2% | $2,733+58.7% | $4,661-7.0% |
| Participant deferral / active EE | $6,984 | $4,781+46.1% | $4,000+74.6% | $6,689+4.4% |
| Admin fee / account holder | $3,389 | $5,538-38.8% | $3,999-15.2% | $13,398-74.7% |