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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 | $33,052 | $88,710-62.7% | $81,783-59.6% | $145,959-77.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.05% | 1027.26%-1014.2pp | 775.05%-762.0pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,916 | $3,083-37.9% | $2,913-34.2% | $4,661-58.9% |
| Participant deferral / active EE | $2,230 | $4,645-52.0% | $4,320-48.4% | $6,689-66.7% |
| Admin fee / account holder | $18,060 | $8,407+114.8% | $7,380+144.7% | $13,398+34.8% |