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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 | $22,048 | $99,011-77.7% | $86,582-74.5% | $147,586-85.1% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 19.86% | 1312.75%-1292.9pp | 965.08%-945.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $821 | $3,132-73.8% | $2,839-71.1% | $4,876-83.2% |
| Participant deferral / active EE | $1,836 | $3,972-53.8% | $3,609-49.1% | $5,439-66.2% |
| Admin fee / account holder | $1,634 | $5,709-71.4% | $4,904-66.7% | $10,886-85.0% |