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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 | $79,587 | $88,815-10.4% | $81,882-2.8% | $145,897-45.5% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 14.08% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,099 | $3,086-64.4% | $2,916-62.3% | $4,663-76.4% |
| Participant deferral / active EE | $1,553 | $4,647-66.6% | $4,323-64.1% | $6,689-76.8% |
| Admin fee / account holder | $5,373 | $8,434-36.3% | $7,360-27.0% | $13,390-59.9% |