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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 | $63,489 | $234,190-72.9% | $180,320-64.8% | $198,609-68.0% |
| Participation rate | 45.8% | 77.1%-31.3pp | 71.5%-25.7pp | 82.4%-36.5pp |
| Annual return | 20.87% | 1057.44%-1036.6pp | 778.54%-757.7pp | 202.70%-181.8pp |
| Employer contribution / active EE | $970 | $5,258-81.5% | $4,108-76.4% | $5,055-80.8% |
| Participant deferral / active EE | $3,258 | $4,988-34.7% | $4,304-24.3% | $6,977-53.3% |
| Admin fee / account holder | $2,659 | $12,558-78.8% | $10,000-73.4% | $19,030-86.0% |