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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 | $31,637 | $99,011-68.0% | $86,582-63.5% | $147,586-78.6% |
| Participation rate | 68.4% | 76.3%-7.9pp | 73.5%-5.1pp | 82.8%-14.4pp |
| Annual return | 22.03% | 1312.75%-1290.7pp | 965.08%-943.1pp | 578.59%-556.6pp |
| Employer contribution / active EE | $919 | $3,132-70.7% | $2,839-67.6% | $4,876-81.1% |
| Participant deferral / active EE | $2,485 | $3,972-37.4% | $3,609-31.1% | $5,439-54.3% |
| Admin fee / account holder | $1,840 | $5,709-67.8% | $4,904-62.5% | $10,886-83.1% |