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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 | $103,338 | $96,388+7.2% | $80,627+28.2% | $139,466-25.9% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 13.48% | 1352.08%-1338.6pp | 936.76%-923.3pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,258 | $3,260-61.4% | $2,723-53.8% | $4,754-73.5% |
| Participant deferral / active EE | $4,439 | $5,224-15.0% | $4,443-0.1% | $6,712-33.9% |
| Admin fee / account holder | $730 | $6,603-88.9% | $5,381-86.4% | $11,409-93.6% |