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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 | $28,749 | $88,754-67.6% | $81,820-64.9% | $145,877-80.3% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 13.29% | 1031.77%-1018.5pp | 777.93%-764.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,178 | $3,085-29.4% | $2,915-25.3% | $4,663-53.3% |
| Participant deferral / active EE | $3,290 | $4,648-29.2% | $4,323-23.9% | $6,691-50.8% |
| Admin fee / account holder | $8,732 | $8,424+3.7% | $7,391+18.2% | $13,402-34.8% |