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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 | $61,150 | $102,595-40.4% | $94,057-35.0% | $154,746-60.5% |
| Participation rate | 44.4% | 76.0%-31.6pp | 73.3%-28.9pp | 80.7%-36.3pp |
| Annual return | 12.96% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,590 | $3,147-49.5% | $2,933-45.8% | $4,379-63.7% |
| Participant deferral / active EE | $2,896 | $5,118-43.4% | $4,709-38.5% | $6,730-57.0% |
| Admin fee / account holder | $709 | $7,736-90.8% | $7,244-90.2% | $14,365-95.1% |