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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 | $56,453 | $76,368-26.1% | $67,681-16.6% | $154,746-63.5% |
| Participation rate | 60.0% | 79.0%-19.0pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 22.11% | 1066.77%-1044.7pp | 590.58%-568.5pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,076 | $3,151-65.9% | $2,678-59.8% | $4,379-75.4% |
| Participant deferral / active EE | $5,174 | $4,824+7.3% | $3,976+30.1% | $6,730-23.1% |
| Admin fee / account holder | $826 | $8,559-90.3% | $6,100-86.5% | $14,365-94.3% |