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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 | $80,756 | $99,031-18.5% | $86,597-6.7% | $147,585-45.3% |
| Participation rate | 13.3% | 76.3%-63.0pp | 73.5%-60.2pp | 82.8%-69.5pp |
| Annual return | 31.04% | 1312.56%-1281.5pp | 964.96%-933.9pp | 578.57%-547.5pp |
| Employer contribution / active EE | $478 | $3,132-84.7% | $2,840-83.2% | $4,876-90.2% |
| Participant deferral / active EE | $1,600 | $3,972-59.7% | $3,609-55.7% | $5,439-70.6% |
| Admin fee / account holder | $750 | $5,711-86.9% | $4,906-84.7% | $10,885-93.1% |