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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 | $59,988 | $88,710-32.4% | $81,783-26.7% | $145,959-58.9% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 15.80% | 1027.26%-1011.5pp | 775.05%-759.2pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,006 | $3,083-34.9% | $2,913-31.1% | $4,661-57.0% |
| Participant deferral / active EE | $4,012 | $4,645-13.6% | $4,320-7.1% | $6,689-40.0% |
| Admin fee / account holder | $883 | $8,407-89.5% | $7,380-88.0% | $13,398-93.4% |