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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 | $59,818 | $180,462-66.9% | $154,111-61.2% | $135,379-55.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | 1.91% | 888.17%-886.3pp | 735.18%-733.3pp | 519.79%-517.9pp |
| Employer contribution / active EE | $2,599 | $6,036-56.9% | $5,298-50.9% | $4,779-45.6% |
| Participant deferral / active EE | $4,994 | $5,806-14.0% | $5,081-1.7% | $5,609-11.0% |
| Admin fee / account holder | $2,196 | $16,145-86.4% | $13,411-83.6% | $10,828-79.7% |