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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 | $56,800 | $88,710-36.0% | $81,783-30.5% | $145,959-61.1% |
| Participation rate | 61.9% | 75.0%-13.1pp | 72.4%-10.4pp | 80.3%-18.4pp |
| Annual return | 9.81% | 1027.26%-1017.4pp | 775.05%-765.2pp | 561.95%-552.1pp |
| Employer contribution / active EE | $1,183 | $3,083-61.6% | $2,913-59.4% | $4,661-74.6% |
| Participant deferral / active EE | $1,984 | $4,645-57.3% | $4,320-54.1% | $6,689-70.3% |
| Admin fee / account holder | $6,603 | $8,407-21.5% | $7,380-10.5% | $13,398-50.7% |