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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 | $58,429 | $124,187-53.0% | $108,410-46.1% | $167,518-65.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 15.89% | 1379.80%-1363.9pp | 905.34%-889.5pp | 478.71%-462.8pp |
| Employer contribution / active EE | $2,808 | $4,187-32.9% | $3,558-21.1% | $4,838-42.0% |
| Participant deferral / active EE | $9,358 | $6,908+35.5% | $6,562+42.6% | $6,342+47.5% |
| Admin fee / account holder | $368 | $9,456-96.1% | $7,296-95.0% | $12,312-97.0% |