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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 | $79,630 | $102,595-22.4% | $94,057-15.3% | $154,746-48.5% |
| Participation rate | 30.0% | 76.0%-46.0pp | 73.3%-43.3pp | 80.7%-50.7pp |
| Annual return | 15.66% | 583.42%-567.8pp | 480.62%-465.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,056 | $3,147-34.7% | $2,933-29.9% | $4,379-53.1% |
| Participant deferral / active EE | $3,460 | $5,118-32.4% | $4,709-26.5% | $6,730-48.6% |
| Admin fee / account holder | $584 | $7,736-92.5% | $7,244-91.9% | $14,365-95.9% |