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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 | $76,384 | $88,815-14.0% | $81,882-6.7% | $145,897-47.6% |
| Participation rate | 15.8% | 75.1%-59.3pp | 72.4%-56.6pp | 80.3%-64.5pp |
| Annual return | 15.46% | 1033.75%-1018.3pp | 779.47%-764.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,069 | $3,086-0.6% | $2,916+5.2% | $4,663-34.2% |
| Participant deferral / active EE | $4,743 | $4,647+2.1% | $4,323+9.7% | $6,689-29.1% |
| Admin fee / account holder | $25,767 | $8,434+205.5% | $7,360+250.1% | $13,390+92.4% |