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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 | $22,014 | $88,778-75.2% | $81,844-73.1% | $145,884-84.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 113.03% | 1033.03%-920.0pp | 778.87%-665.8pp | 551.85%-438.8pp |
| Employer contribution / active EE | $2,880 | $3,087-6.7% | $2,916-1.2% | $4,662-38.2% |
| Participant deferral / active EE | $6,265 | $4,648+34.8% | $4,323+44.9% | $6,690-6.3% |
| Admin fee / account holder | $1,997 | $8,430-76.3% | $7,355-72.9% | $13,392-85.1% |