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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 | $100,594 | $72,426+38.9% | $67,560+48.9% | $145,897-31.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.19% | 7226.78%-7212.6pp | 3533.50%-3519.3pp | 552.29%-538.1pp |
| Employer contribution / active EE | $2,406 | $3,074-21.7% | $2,737-12.1% | $4,663-48.4% |
| Participant deferral / active EE | $2,406 | $4,785-49.7% | $4,004-39.9% | $6,689-64.0% |
| Admin fee / account holder | $1,476 | $5,514-73.2% | $3,994-63.0% | $13,390-89.0% |