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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 | $23,416 | $99,011-76.4% | $86,582-73.0% | $147,586-84.1% |
| Participation rate | 21.1% | 76.3%-55.3pp | 73.5%-52.5pp | 82.8%-61.8pp |
| Annual return | 13.43% | 1312.75%-1299.3pp | 965.08%-951.7pp | 578.59%-565.2pp |
| Employer contribution / active EE | $2,850 | $3,132-9.0% | $2,839+0.4% | $4,876-41.5% |
| Participant deferral / active EE | $3,261 | $3,972-17.9% | $3,609-9.6% | $5,439-40.0% |
| Admin fee / account holder | $11,455 | $5,709+100.7% | $4,904+133.6% | $10,886+5.2% |