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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 | $60,287 | $76,522-21.2% | $56,033+7.6% | $145,884-58.7% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 15.29% | 3014.28%-2999.0pp | 1711.38%-1696.1pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,623 | $1,382+17.4% | $1,041+55.9% | $4,662-65.2% |
| Participant deferral / active EE | $5,748 | $2,624+119.1% | $1,954+194.2% | $6,690-14.1% |
| Admin fee / account holder | $693 | $3,328-79.2% | $2,827-75.5% | $13,392-94.8% |