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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 | $61,952 | $156,963-60.5% | $121,204-48.9% | $139,466-55.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 18.24% | 1476.75%-1458.5pp | 987.18%-968.9pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,522 | $5,544-72.6% | $4,170-63.5% | $4,754-68.0% |
| Participant deferral / active EE | $4,449 | $4,848-8.2% | $4,083+9.0% | $6,712-33.7% |
| Admin fee / account holder | $869 | $6,953-87.5% | $5,651-84.6% | $11,409-92.4% |