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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 | $21,827 | $70,366-69.0% | $66,674-67.3% | $138,895-84.3% |
| Participation rate | 41.7% | 76.2%-34.5pp | 73.7%-32.0pp | 79.9%-38.3pp |
| Annual return | 20.16% | 386.41%-366.3pp | 321.24%-301.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,696 | $2,765-38.7% | $2,620-35.3% | $4,194-59.6% |
| Participant deferral / active EE | $2,737 | $4,374-37.4% | $4,084-33.0% | $6,396-57.2% |
| Admin fee / account holder | $2,645 | $5,262-49.7% | $5,098-48.1% | $12,562-78.9% |