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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 | $79,558 | $57,312+38.8% | $86,617-8.1% | $75,181+5.8% |
| Participation rate | 58.5% | 63.2%-4.7pp | 71.7%-13.2pp | 67.2%-8.7pp |
| Annual return | 17.50% | 2672.78%-2655.3pp | 591.91%-574.4pp | 160.69%-143.2pp |
| Employer contribution / active EE | $4,672 | $2,315+101.8% | $3,023+54.5% | $2,671+74.9% |
| Participant deferral / active EE | $6,425 | $3,319+93.6% | $4,437+44.8% | $4,126+55.7% |
| Admin fee / account holder | $10,652 | $4,114+158.9% | $5,613+89.8% | $5,650+88.5% |