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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 | $29,191 | $156,970-81.4% | $121,210-75.9% | $139,487-79.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 18.22% | 1477.10%-1458.9pp | 987.41%-969.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $2,456 | $5,546-55.7% | $4,171-41.1% | $4,755-48.3% |
| Participant deferral / active EE | $3,902 | $4,849-19.5% | $4,084-4.4% | $6,713-41.9% |
| Admin fee / account holder | $2,980 | $6,947-57.1% | $5,647-47.2% | $11,407-73.9% |