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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 | $31,867 | $88,710-64.1% | $81,783-61.0% | $145,959-78.2% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.4%-18.5pp | 80.3%-26.4pp |
| Annual return | 15.01% | 1027.26%-1012.2pp | 775.05%-760.0pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,025 | $3,083-66.7% | $2,913-64.8% | $4,661-78.0% |
| Participant deferral / active EE | $4,102 | $4,645-11.7% | $4,320-5.1% | $6,689-38.7% |
| Admin fee / account holder | $17,188 | $8,407+104.4% | $7,380+132.9% | $13,398+28.3% |