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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 | $67,202 | $76,368-12.0% | $67,681-0.7% | $154,746-56.6% |
| Participation rate | 40.0% | 79.0%-39.0pp | 73.7%-33.7pp | 80.7%-40.7pp |
| Annual return | 16.59% | 1066.77%-1050.2pp | 590.58%-574.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,895 | $3,151-39.9% | $2,678-29.2% | $4,379-56.7% |
| Participant deferral / active EE | $3,790 | $4,824-21.4% | $3,976-4.7% | $6,730-43.7% |
| Admin fee / account holder | $1,377 | $8,559-83.9% | $6,100-77.4% | $14,365-90.4% |