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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 | $59,021 | $100,938-41.5% | $90,461-34.8% | $158,982-62.9% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.7%-31.0pp | 82.0%-40.3pp |
| Annual return | 12.18% | 1727.20%-1715.0pp | 1294.76%-1282.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,997 | $3,691-45.9% | $3,264-38.8% | $4,763-58.1% |
| Participant deferral / active EE | $7,179 | $4,350+65.0% | $3,964+81.1% | $5,983+20.0% |
| Admin fee / account holder | $30,596 | $6,510+370.0% | $5,617+444.7% | $11,252+171.9% |