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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 | $88,778-67.6% | $81,844-64.9% | $145,884-80.3% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 13.29% | 1033.03%-1019.7pp | 778.87%-765.6pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,178 | $3,087-29.5% | $2,916-25.3% | $4,662-53.3% |
| Participant deferral / active EE | $3,290 | $4,648-29.2% | $4,323-23.9% | $6,690-50.8% |
| Admin fee / account holder | $8,732 | $8,430+3.6% | $7,355+18.7% | $13,392-34.8% |