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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 | $20,648 | $88,754-76.7% | $81,820-74.8% | $145,877-85.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.44% | 1031.77%-1021.3pp | 777.93%-767.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,139 | $3,085-63.1% | $2,915-60.9% | $4,663-75.6% |
| Participant deferral / active EE | $1,628 | $4,648-65.0% | $4,323-62.3% | $6,691-75.7% |
| Admin fee / account holder | $509 | $8,424-94.0% | $7,391-93.1% | $13,402-96.2% |