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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 | $65,315 | $88,754-26.4% | $81,820-20.2% | $145,877-55.2% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 14.70% | 1031.77%-1017.1pp | 777.93%-763.2pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,819 | $3,085-8.6% | $2,915-3.3% | $4,663-39.5% |
| Participant deferral / active EE | $4,677 | $4,648+0.6% | $4,323+8.2% | $6,691-30.1% |
| Admin fee / account holder | $28,667 | $8,424+240.3% | $7,391+287.9% | $13,402+113.9% |