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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 | $38,728 | $102,595-62.3% | $94,057-58.8% | $154,746-75.0% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 80.7%-17.1pp |
| Annual return | 19.65% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,199 | $3,147-61.9% | $2,933-59.1% | $4,379-72.6% |
| Participant deferral / active EE | $2,017 | $5,118-60.6% | $4,709-57.2% | $6,730-70.0% |
| Admin fee / account holder | $2,906 | $7,736-62.4% | $7,244-59.9% | $14,365-79.8% |