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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 | $34,412 | $99,011-65.2% | $86,582-60.3% | $147,586-76.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 27.19% | 1312.75%-1285.6pp | 965.08%-937.9pp | 578.59%-551.4pp |
| Employer contribution / active EE | $1,707 | $3,132-45.5% | $2,839-39.9% | $4,876-65.0% |
| Participant deferral / active EE | $2,100 | $3,972-47.1% | $3,609-41.8% | $5,439-61.4% |
| Admin fee / account holder | $666 | $5,709-88.3% | $4,904-86.4% | $10,886-93.9% |