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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 | $25,517 | $106,003-75.9% | $92,236-72.3% | $147,585-82.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 19.75% | 50.05%-30.3pp | 176.29%-156.5pp | 578.57%-558.8pp |
| Employer contribution / active EE | $2,500 | $4,333-42.3% | $3,679-32.1% | $4,876-48.7% |
| Participant deferral / active EE | $2,420 | $4,478-46.0% | $3,897-37.9% | $5,439-55.5% |
| Admin fee / account holder | $1,747 | $6,333-72.4% | $5,194-66.4% | $10,885-84.0% |