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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 | $56,615 | $72,403-21.8% | $67,524-16.2% | $145,978-61.2% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 23.99% | 7197.23%-7173.2pp | 3519.41%-3495.4pp | 550.52%-526.5pp |
| Employer contribution / active EE | $532 | $3,072-82.7% | $2,734-80.5% | $4,662-88.6% |
| Participant deferral / active EE | $8,909 | $4,782+86.3% | $4,001+122.7% | $6,690+33.2% |
| Admin fee / account holder | $1,643 | $5,541-70.3% | $4,001-58.9% | $13,400-87.7% |