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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 | $52,733 | $102,595-48.6% | $94,057-43.9% | $154,746-65.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 24.33% | 583.42%-559.1pp | 480.62%-456.3pp | 172.34%-148.0pp |
| Employer contribution / active EE | $7,284 | $3,147+131.4% | $2,933+148.3% | $4,379+66.3% |
| Participant deferral / active EE | $22,223 | $5,118+334.2% | $4,709+371.9% | $6,730+230.2% |
| Admin fee / account holder | $868 | $7,736-88.8% | $7,244-88.0% | $14,365-94.0% |