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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 | $75,508 | $88,754-14.9% | $81,820-7.7% | $145,877-48.2% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 10.35% | 1031.77%-1021.4pp | 777.93%-767.6pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,041 | $3,085-66.3% | $2,915-64.3% | $4,663-77.7% |
| Participant deferral / active EE | $4,449 | $4,648-4.3% | $4,323+2.9% | $6,691-33.5% |
| Admin fee / account holder | $2,534 | $8,424-69.9% | $7,391-65.7% | $13,402-81.1% |