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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 | $88,754-32.4% | $81,820-26.7% | $145,877-58.9% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 15.80% | 1031.77%-1016.0pp | 777.93%-762.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,006 | $3,085-35.0% | $2,915-31.2% | $4,663-57.0% |
| Participant deferral / active EE | $4,012 | $4,648-13.7% | $4,323-7.2% | $6,691-40.0% |
| Admin fee / account holder | $883 | $8,424-89.5% | $7,391-88.0% | $13,402-93.4% |