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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 | $34,727 | $198,457-82.5% | $170,435-79.6% | $147,586-76.5% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 19.31% | 257.30%-238.0pp | 205.94%-186.6pp | 578.59%-559.3pp |
| Employer contribution / active EE | $1,456 | $6,183-76.4% | $5,432-73.2% | $4,876-70.1% |
| Participant deferral / active EE | $3,561 | $5,629-36.7% | $4,939-27.9% | $5,439-34.5% |
| Admin fee / account holder | $49,156 | $16,852+191.7% | $13,881+254.1% | $10,886+351.6% |