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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 | $34,818 | $88,778-60.8% | $81,844-57.5% | $145,884-76.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.60% | 1033.03%-1022.4pp | 778.87%-768.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,610 | $3,087-15.5% | $2,916-10.5% | $4,662-44.0% |
| Participant deferral / active EE | $2,324 | $4,648-50.0% | $4,323-46.3% | $6,690-65.3% |
| Admin fee / account holder | $8,010 | $8,430-5.0% | $7,355+8.9% | $13,392-40.2% |