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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 | $38,345 | $88,702-56.8% | $81,780-53.1% | $145,978-73.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.90% | 1029.12%-1017.2pp | 776.27%-764.4pp | 550.52%-538.6pp |
| Employer contribution / active EE | $3,098 | $3,084+0.4% | $2,914+6.3% | $4,662-33.5% |
| Participant deferral / active EE | $1,771 | $4,645-61.9% | $4,321-59.0% | $6,690-73.5% |
| Admin fee / account holder | $85,004 | $8,414+910.2% | $7,384+1051.2% | $13,400+534.3% |