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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 | $67,483 | $88,702-23.9% | $81,780-17.5% | $145,978-53.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.77% | 1029.12%-1019.4pp | 776.27%-766.5pp | 550.52%-540.7pp |
| Employer contribution / active EE | $3,133 | $3,084+1.6% | $2,914+7.5% | $4,662-32.8% |
| Participant deferral / active EE | $908 | $4,645-80.4% | $4,321-79.0% | $6,690-86.4% |
| Admin fee / account holder | $58,504 | $8,414+595.3% | $7,384+692.3% | $13,400+336.6% |