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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 | $20,612 | $102,663-79.9% | $86,216-76.1% | $139,466-85.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 20.80% | 1924.52%-1903.7pp | 1169.42%-1148.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $2,763 | $3,035-8.9% | $2,382+16.0% | $4,754-41.9% |
| Participant deferral / active EE | $7,093 | $4,677+51.6% | $3,986+77.9% | $6,712+5.7% |
| Admin fee / account holder | $1,445 | $8,663-83.3% | $6,853-78.9% | $11,409-87.3% |