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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 | $53,856 | $76,368-29.5% | $67,681-20.4% | $154,746-65.2% |
| Participation rate | 25.0% | 79.0%-54.0pp | 73.7%-48.7pp | 80.7%-55.7pp |
| Annual return | 10.99% | 1066.77%-1055.8pp | 590.58%-579.6pp | 172.34%-161.3pp |
| Employer contribution / active EE | $5,919 | $3,151+87.8% | $2,678+121.0% | $4,379+35.2% |
| Participant deferral / active EE | $4,274 | $4,824-11.4% | $3,976+7.5% | $6,730-36.5% |
| Admin fee / account holder | $63,450 | $8,559+641.3% | $6,100+940.2% | $14,365+341.7% |