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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 | $74,293 | $99,011-25.0% | $86,582-14.2% | $147,586-49.7% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 21.81% | 1312.75%-1290.9pp | 965.08%-943.3pp | 578.59%-556.8pp |
| Employer contribution / active EE | $2,825 | $3,132-9.8% | $2,839-0.5% | $4,876-42.1% |
| Participant deferral / active EE | $3,542 | $3,972-10.8% | $3,609-1.9% | $5,439-34.9% |
| Admin fee / account holder | $4,899 | $5,709-14.2% | $4,904-0.1% | $10,886-55.0% |