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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 | $72,426-27.0% | $67,560-21.7% | $145,897-63.7% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 12.12% | 7226.78%-7214.7pp | 3533.50%-3521.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $4,337 | $3,074+41.1% | $2,737+58.5% | $4,663-7.0% |
| Participant deferral / active EE | $6,984 | $4,785+46.0% | $4,004+74.4% | $6,689+4.4% |
| Admin fee / account holder | $3,389 | $5,514-38.5% | $3,994-15.1% | $13,390-74.7% |