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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 | $88,754-43.3% | $81,820-38.5% | $145,877-65.5% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 14.01% | 1031.77%-1017.8pp | 777.93%-763.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,899 | $3,085-6.1% | $2,915-0.6% | $4,663-37.8% |
| Participant deferral / active EE | $5,488 | $4,648+18.1% | $4,323+27.0% | $6,691-18.0% |
| Admin fee / account holder | $1,831 | $8,424-78.3% | $7,391-75.2% | $13,402-86.3% |