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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 | $70,963 | $156,963-54.8% | $121,204-41.5% | $139,466-49.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 16.35% | 1476.75%-1460.4pp | 987.18%-970.8pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,075 | $5,544-62.6% | $4,170-50.2% | $4,754-56.3% |
| Participant deferral / active EE | $2,075 | $4,848-57.2% | $4,083-49.2% | $6,712-69.1% |
| Admin fee / account holder | $3,117 | $6,953-55.2% | $5,651-44.9% | $11,409-72.7% |