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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 | $28,760 | $234,190-87.7% | $180,320-84.1% | $198,609-85.5% |
| Participation rate | 63.6% | 77.1%-13.5pp | 71.5%-7.9pp | 82.4%-18.7pp |
| Annual return | 11.69% | 1057.44%-1045.8pp | 778.54%-766.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $1,406 | $5,258-73.3% | $4,108-65.8% | $5,055-72.2% |
| Participant deferral / active EE | $1,406 | $4,988-71.8% | $4,304-67.3% | $6,977-79.9% |
| Admin fee / account holder | $8,331 | $12,558-33.7% | $10,000-16.7% | $19,030-56.2% |