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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 | $83,937 | $88,754-5.4% | $81,820+2.6% | $145,877-42.5% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 16.35% | 1031.77%-1015.4pp | 777.93%-761.6pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,077 | $3,085-32.7% | $2,915-28.8% | $4,663-55.5% |
| Participant deferral / active EE | $3,093 | $4,648-33.4% | $4,323-28.4% | $6,691-53.8% |
| Admin fee / account holder | $7,971 | $8,424-5.4% | $7,391+7.9% | $13,402-40.5% |