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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 | $67,633 | $88,710-23.8% | $81,783-17.3% | $145,959-53.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.57% | 1027.26%-1011.7pp | 775.05%-759.5pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,663 | $3,083-13.6% | $2,913-8.6% | $4,661-42.9% |
| Participant deferral / active EE | $3,602 | $4,645-22.5% | $4,320-16.6% | $6,689-46.2% |
| Admin fee / account holder | $1,945 | $8,407-76.9% | $7,380-73.6% | $13,398-85.5% |