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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 | $56,225 | $88,702-36.6% | $81,780-31.2% | $145,978-61.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 14.33% | 1029.12%-1014.8pp | 776.27%-761.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $1,887 | $3,084-38.8% | $2,914-35.2% | $4,662-59.5% |
| Participant deferral / active EE | $2,461 | $4,645-47.0% | $4,321-43.0% | $6,690-63.2% |
| Admin fee / account holder | $1,391 | $8,414-83.5% | $7,384-81.2% | $13,400-89.6% |