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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 | $83,071 | $102,595-19.0% | $94,057-11.7% | $154,746-46.3% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 17.91% | 583.42%-565.5pp | 480.62%-462.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,800 | $3,147-42.8% | $2,933-38.6% | $4,379-58.9% |
| Participant deferral / active EE | $2,773 | $5,118-45.8% | $4,709-41.1% | $6,730-58.8% |
| Admin fee / account holder | $648 | $7,736-91.6% | $7,244-91.1% | $14,365-95.5% |