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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 | $62,556 | $88,702-29.5% | $81,780-23.5% | $145,978-57.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.68% | 1029.12%-1017.4pp | 776.27%-764.6pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,303 | $3,084-57.8% | $2,914-55.3% | $4,662-72.0% |
| Participant deferral / active EE | $1,303 | $4,645-71.9% | $4,321-69.8% | $6,690-80.5% |
| Admin fee / account holder | $1,555 | $8,414-81.5% | $7,384-78.9% | $13,400-88.4% |