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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 | $89,623 | $109,905-18.5% | $98,506-9.0% | $167,553-46.5% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 15.46% | 1960.20%-1944.7pp | 1494.92%-1479.5pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,358 | $3,226-57.9% | $2,961-54.2% | $4,840-71.9% |
| Participant deferral / active EE | $3,360 | $4,674-28.1% | $4,277-21.4% | $6,343-47.0% |
| Admin fee / account holder | $2,109 | $6,760-68.8% | $5,955-64.6% | $12,316-82.9% |