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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 | $26,232 | $88,702-70.4% | $81,780-67.9% | $145,978-82.0% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 28.75% | 1029.12%-1000.4pp | 776.27%-747.5pp | 550.52%-521.8pp |
| Employer contribution / active EE | $1,555 | $3,084-49.6% | $2,914-46.6% | $4,662-66.6% |
| Participant deferral / active EE | $3,967 | $4,645-14.6% | $4,321-8.2% | $6,690-40.7% |
| Admin fee / account holder | $898 | $8,414-89.3% | $7,384-87.8% | $13,400-93.3% |