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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 | $44,752 | $72,403-38.2% | $67,524-33.7% | $145,978-69.3% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 13.04% | 7197.23%-7184.2pp | 3519.41%-3506.4pp | 550.52%-537.5pp |
| Employer contribution / active EE | $8,506 | $3,072+176.9% | $2,734+211.1% | $4,662+82.5% |
| Participant deferral / active EE | $8,639 | $4,782+80.6% | $4,001+115.9% | $6,690+29.1% |
| Admin fee / account holder | $1,312 | $5,541-76.3% | $4,001-67.2% | $13,400-90.2% |