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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 | $45,852 | $99,011-53.7% | $86,582-47.0% | $147,586-68.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 19.89% | 1312.75%-1292.9pp | 965.08%-945.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $3,612 | $3,132+15.3% | $2,839+27.2% | $4,876-25.9% |
| Participant deferral / active EE | $1,807 | $3,972-54.5% | $3,609-49.9% | $5,439-66.8% |
| Admin fee / account holder | $3,027 | $5,709-47.0% | $4,904-38.3% | $10,886-72.2% |