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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 | $72,446-27.0% | $67,561-21.7% | $145,877-63.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 12.12% | 7211.98%-7199.9pp | 3525.44%-3513.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $4,337 | $3,072+41.2% | $2,735+58.6% | $4,663-7.0% |
| Participant deferral / active EE | $6,984 | $4,785+46.0% | $4,003+74.5% | $6,691+4.4% |
| Admin fee / account holder | $3,389 | $5,541-38.8% | $4,006-15.4% | $13,402-74.7% |