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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 | $88,778-26.4% | $81,844-20.2% | $145,884-55.2% |
| Participation rate | 55.0% | 75.1%-20.1pp | 72.4%-17.4pp | 80.3%-25.3pp |
| Annual return | 14.70% | 1033.03%-1018.3pp | 778.87%-764.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,819 | $3,087-8.7% | $2,916-3.3% | $4,662-39.5% |
| Participant deferral / active EE | $4,677 | $4,648+0.6% | $4,323+8.2% | $6,690-30.1% |
| Admin fee / account holder | $28,667 | $8,430+240.0% | $7,355+289.7% | $13,392+114.1% |