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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 | $86,357 | $96,123-10.2% | $77,361+11.6% | $198,609-56.5% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 16.28% | 2054.81%-2038.5pp | 1011.54%-995.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $7,919 | $3,791+108.9% | $2,990+164.9% | $5,055+56.7% |
| Participant deferral / active EE | $0 | $4,975-100.0% | $3,911-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,042 | $9,471-67.9% | $5,894-48.4% | $19,030-84.0% |