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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 | $88,815-29.6% | $81,882-23.6% | $145,897-57.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 11.68% | 1033.75%-1022.1pp | 779.47%-767.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,303 | $3,086-57.8% | $2,916-55.3% | $4,663-72.1% |
| Participant deferral / active EE | $1,303 | $4,647-72.0% | $4,323-69.9% | $6,689-80.5% |
| Admin fee / account holder | $1,555 | $8,434-81.6% | $7,360-78.9% | $13,390-88.4% |