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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 | $24,627 | $106,008-76.8% | $92,240-73.3% | $147,586-83.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 23.81% | 50.05%-26.2pp | 176.29%-152.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $2,010 | $4,333-53.6% | $3,680-45.4% | $4,876-58.8% |
| Participant deferral / active EE | $3,989 | $4,478-10.9% | $3,897+2.4% | $5,439-26.7% |
| Admin fee / account holder | $13,225 | $6,333+108.8% | $5,194+154.6% | $10,886+21.5% |