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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 | $43,380 | $88,702-51.1% | $81,780-47.0% | $145,978-70.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 11.66% | 1029.12%-1017.5pp | 776.27%-764.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $1,894 | $3,084-38.6% | $2,914-35.0% | $4,662-59.4% |
| Participant deferral / active EE | $4,252 | $4,645-8.5% | $4,321-1.6% | $6,690-36.4% |
| Admin fee / account holder | $27,723 | $8,414+229.5% | $7,384+275.5% | $13,400+106.9% |