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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 | $53,764 | $88,754-39.4% | $81,820-34.3% | $145,877-63.1% |
| Participation rate | 58.8% | 75.1%-16.3pp | 72.4%-13.6pp | 80.3%-21.5pp |
| Annual return | 15.98% | 1031.77%-1015.8pp | 777.93%-762.0pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,221 | $3,085-60.4% | $2,915-58.1% | $4,663-73.8% |
| Participant deferral / active EE | $1,905 | $4,648-59.0% | $4,323-55.9% | $6,691-71.5% |
| Admin fee / account holder | $6,877 | $8,424-18.4% | $7,391-6.9% | $13,402-48.7% |