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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 | $36,502 | $102,595-64.4% | $94,057-61.2% | $154,746-76.4% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 12.37% | 583.42%-571.0pp | 480.62%-468.3pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,450 | $3,147-53.9% | $2,933-50.6% | $4,379-66.9% |
| Participant deferral / active EE | $1,450 | $5,118-71.7% | $4,709-69.2% | $6,730-78.5% |
| Admin fee / account holder | $6,540 | $7,736-15.5% | $7,244-9.7% | $14,365-54.5% |