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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 | $23,152 | $88,754-73.9% | $81,820-71.7% | $145,877-84.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 18.46% | 1031.77%-1013.3pp | 777.93%-759.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,999 | $3,085+29.6% | $2,915+37.2% | $4,663-14.2% |
| Participant deferral / active EE | $2,800 | $4,648-39.8% | $4,323-35.2% | $6,691-58.1% |
| Admin fee / account holder | $3,439 | $8,424-59.2% | $7,391-53.5% | $13,402-74.3% |