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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 | $69,518 | $234,190-70.3% | $180,320-61.4% | $198,609-65.0% |
| Participation rate | 58.3% | 77.1%-18.8pp | 71.5%-13.2pp | 82.4%-24.0pp |
| Annual return | 10.98% | 1057.44%-1046.5pp | 778.54%-767.6pp | 202.70%-191.7pp |
| Employer contribution / active EE | $1,490 | $5,258-71.7% | $4,108-63.7% | $5,055-70.5% |
| Participant deferral / active EE | $3,750 | $4,988-24.8% | $4,304-12.9% | $6,977-46.3% |
| Admin fee / account holder | $2,860 | $12,558-77.2% | $10,000-71.4% | $19,030-85.0% |