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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 | $20,812 | $70,366-70.4% | $66,674-68.8% | $138,895-85.0% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 20.71% | 386.41%-365.7pp | 321.24%-300.5pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,656 | $2,765-40.1% | $2,620-36.8% | $4,194-60.5% |
| Participant deferral / active EE | $2,012 | $4,374-54.0% | $4,084-50.7% | $6,396-68.5% |
| Admin fee / account holder | $4,341 | $5,262-17.5% | $5,098-14.9% | $12,562-65.4% |