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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 | $48,444 | $114,073-57.5% | $96,161-49.6% | $167,518-71.1% |
| Participation rate | 68.4% | 75.1%-6.6pp | 68.4%0pp | 82.1%-13.7pp |
| Annual return | 14.79% | 189.95%-175.2pp | 192.01%-177.2pp | 478.71%-463.9pp |
| Employer contribution / active EE | $1,734 | $3,428-49.4% | $2,798-38.0% | $4,838-64.2% |
| Participant deferral / active EE | $4,422 | $5,195-14.9% | $4,349+1.7% | $6,342-30.3% |
| Admin fee / account holder | $20,178 | $6,899+192.5% | $5,538+264.3% | $12,312+63.9% |