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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 | $101,496 | $52,450+93.5% | $129,384-21.6% | $74,459+36.3% |
| Participation rate | 53.7% | 53.8%-0.1pp | 69.6%-15.9pp | 67.2%-13.5pp |
| Annual return | 11.85% | 15.65%-3.8pp | 9461.77%-9449.9pp | 1369.70%-1357.9pp |
| Employer contribution / active EE | $3,403 | $1,532+122.1% | $4,153-18.1% | $2,626+29.6% |
| Participant deferral / active EE | $1,969 | $2,797-29.6% | $4,166-52.7% | $4,350-54.7% |
| Admin fee / account holder | $8,936 | $2,636+239.0% | $7,686+16.3% | $1,945+359.5% |