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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 | $35,580 | $180,749-80.3% | $160,784-77.9% | $137,256-74.1% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 26.31% | 2234.46%-2208.2pp | 1803.92%-1777.6pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,732 | $4,155-58.3% | $3,733-53.6% | $4,156-58.3% |
| Participant deferral / active EE | $4,908 | $6,844-28.3% | $6,293-22.0% | $6,407-23.4% |
| Admin fee / account holder | $550 | $10,397-94.7% | $9,717-94.3% | $12,270-95.5% |