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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 | $37,889 | $180,749-79.0% | $160,784-76.4% | $137,256-72.4% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 30.85% | 2234.46%-2203.6pp | 1803.92%-1773.1pp | 220.34%-189.5pp |
| Employer contribution / active EE | $3,418 | $4,155-17.7% | $3,733-8.4% | $4,156-17.8% |
| Participant deferral / active EE | $9,148 | $6,844+33.7% | $6,293+45.4% | $6,407+42.8% |
| Admin fee / account holder | $331 | $10,397-96.8% | $9,717-96.6% | $12,270-97.3% |