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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 | $34,384 | $180,749-81.0% | $160,784-78.6% | $137,256-74.9% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 14.03% | 2234.46%-2220.4pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,295 | $4,155-44.8% | $3,733-38.5% | $4,156-44.8% |
| Participant deferral / active EE | $8,368 | $6,844+22.3% | $6,293+33.0% | $6,407+30.6% |
| Admin fee / account holder | $365 | $10,397-96.5% | $9,717-96.2% | $12,270-97.0% |