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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 | $26,814 | $173,397-84.5% | $135,987-80.3% | $145,877-81.6% |
| Participation rate | 47.6% | 80.4%-32.8pp | 76.4%-28.8pp | 80.3%-32.7pp |
| Annual return | 10.48% | 1166.18%-1155.7pp | 580.01%-569.5pp | 551.28%-540.8pp |
| Employer contribution / active EE | $1,469 | $5,281-72.2% | $4,214-65.1% | $4,663-68.5% |
| Participant deferral / active EE | $4,700 | $8,710-46.0% | $7,027-33.1% | $6,691-29.7% |
| Admin fee / account holder | $8,870 | $9,663-8.2% | $6,716+32.1% | $13,402-33.8% |