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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 | $93,613 | $88,778+5.4% | $81,844+14.4% | $145,884-35.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.05% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,653 | $3,087-46.4% | $2,916-43.3% | $4,662-64.5% |
| Participant deferral / active EE | $2,928 | $4,648-37.0% | $4,323-32.3% | $6,690-56.2% |
| Admin fee / account holder | $6,740 | $8,430-20.1% | $7,355-8.4% | $13,392-49.7% |