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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 | $41,089 | $88,754-53.7% | $81,820-49.8% | $145,877-71.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 28.60% | 1031.77%-1003.2pp | 777.93%-749.3pp | 551.28%-522.7pp |
| Employer contribution / active EE | $1,508 | $3,085-51.1% | $2,915-48.3% | $4,663-67.7% |
| Participant deferral / active EE | $1,554 | $4,648-66.6% | $4,323-64.1% | $6,691-76.8% |
| Admin fee / account holder | $559 | $8,424-93.4% | $7,391-92.4% | $13,402-95.8% |