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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 | $32,118 | $175,259-81.7% | $149,723-78.5% | $139,487-77.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.76% | 166.82%-142.1pp | 134.50%-109.7pp | 373.84%-349.1pp |
| Employer contribution / active EE | $2,189 | $5,478-60.0% | $4,821-54.6% | $4,755-54.0% |
| Participant deferral / active EE | $8,265 | $6,522+26.7% | $5,682+45.4% | $6,713+23.1% |
| Admin fee / account holder | $336 | $16,158-97.9% | $13,215-97.5% | $11,407-97.1% |