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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 | $34,338 | $99,017-65.3% | $86,587-60.3% | $147,585-76.7% |
| Participation rate | 61.9% | 76.3%-14.4pp | 73.5%-11.6pp | 82.8%-20.9pp |
| Annual return | 14.25% | 1312.37%-1298.1pp | 964.86%-950.6pp | 578.56%-564.3pp |
| Employer contribution / active EE | $597 | $3,132-80.9% | $2,839-79.0% | $4,876-87.8% |
| Participant deferral / active EE | $1,548 | $3,972-61.0% | $3,609-57.1% | $5,439-71.5% |
| Admin fee / account holder | $6,766 | $5,710+18.5% | $4,906+37.9% | $10,885-37.8% |