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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 | $33,477 | $115,796-71.1% | $101,264-66.9% | $158,950-78.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 81.12% | 56.15%+25.0pp | 46.48%+34.6pp | 302.91%-221.8pp |
| Employer contribution / active EE | $2,448 | $4,175-41.4% | $3,660-33.1% | $4,762-48.6% |
| Participant deferral / active EE | $6,604 | $4,958+33.2% | $4,370+51.1% | $5,983+10.4% |
| Admin fee / account holder | $725 | $7,247-90.0% | $5,947-87.8% | $11,248-93.6% |