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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 | $58,243 | $88,815-34.4% | $81,882-28.9% | $145,897-60.1% |
| Participation rate | 52.9% | 75.1%-22.1pp | 72.4%-19.4pp | 80.3%-27.4pp |
| Annual return | 19.21% | 1033.75%-1014.5pp | 779.47%-760.3pp | 552.29%-533.1pp |
| Employer contribution / active EE | $2,806 | $3,086-9.1% | $2,916-3.8% | $4,663-39.8% |
| Participant deferral / active EE | $3,448 | $4,647-25.8% | $4,323-20.2% | $6,689-48.5% |
| Admin fee / account holder | $310 | $8,434-96.3% | $7,360-95.8% | $13,390-97.7% |