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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 | $36,252 | $180,459-79.9% | $154,108-76.5% | $135,380-73.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 32.56% | 888.21%-855.7pp | 735.21%-702.6pp | 519.81%-487.2pp |
| Employer contribution / active EE | $1,806 | $6,035-70.1% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $4,525 | $5,806-22.1% | $5,081-10.9% | $5,609-19.3% |
| Admin fee / account holder | $15,600 | $16,145-3.4% | $13,411+16.3% | $10,828+44.1% |