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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 | $23,333 | $183,539-87.3% | $155,556-85.0% | $145,897-84.0% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 201.86% | 61.31%+140.6pp | 64.84%+137.0pp | 552.29%-350.4pp |
| Employer contribution / active EE | $3,660 | $5,315-31.1% | $4,675-21.7% | $4,663-21.5% |
| Participant deferral / active EE | $5,579 | $6,467-13.7% | $5,631-0.9% | $6,689-16.6% |
| Admin fee / account holder | $1,227 | $19,275-93.6% | $15,885-92.3% | $13,390-90.8% |