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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 | $82,101 | $124,187-33.9% | $108,410-24.3% | $167,518-51.0% |
| Participation rate | 55.0% | 82.3%-27.3pp | 80.1%-25.1pp | 82.1%-27.1pp |
| Annual return | 11.70% | 1379.80%-1368.1pp | 905.34%-893.6pp | 478.71%-467.0pp |
| Employer contribution / active EE | $3,069 | $4,187-26.7% | $3,558-13.8% | $4,838-36.6% |
| Participant deferral / active EE | $2,514 | $6,908-63.6% | $6,562-61.7% | $6,342-60.4% |
| Admin fee / account holder | $26,275 | $9,456+177.9% | $7,296+260.2% | $12,312+113.4% |