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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 | $50,282 | $88,815-43.4% | $81,882-38.6% | $145,897-65.5% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 14.01% | 1033.75%-1019.7pp | 779.47%-765.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,899 | $3,086-6.1% | $2,916-0.6% | $4,663-37.8% |
| Participant deferral / active EE | $5,488 | $4,647+18.1% | $4,323+26.9% | $6,689-18.0% |
| Admin fee / account holder | $1,831 | $8,434-78.3% | $7,360-75.1% | $13,390-86.3% |