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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 | $21,771 | $88,754-75.5% | $81,820-73.4% | $145,877-85.1% |
| Participation rate | 63.2% | 75.1%-11.9pp | 72.4%-9.2pp | 80.3%-17.1pp |
| Annual return | 25.16% | 1031.77%-1006.6pp | 777.93%-752.8pp | 551.28%-526.1pp |
| Employer contribution / active EE | $4,662 | $3,085+51.1% | $2,915+59.9% | $4,6630% |
| Participant deferral / active EE | $5,423 | $4,648+16.7% | $4,323+25.4% | $6,691-19.0% |
| Admin fee / account holder | $6,175 | $8,424-26.7% | $7,391-16.4% | $13,402-53.9% |