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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 | $38,491 | $99,011-61.1% | $86,582-55.5% | $147,586-73.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 16.79% | 1312.75%-1296.0pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $2,141 | $3,132-31.6% | $2,839-24.6% | $4,876-56.1% |
| Participant deferral / active EE | $6,883 | $3,972+73.3% | $3,609+90.7% | $5,439+26.6% |
| Admin fee / account holder | $2,871 | $5,709-49.7% | $4,904-41.5% | $10,886-73.6% |