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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 | $41,141 | $99,011-58.4% | $86,582-52.5% | $147,586-72.1% |
| Participation rate | 54.5% | 76.3%-21.8pp | 73.5%-19.0pp | 82.8%-28.3pp |
| Annual return | 9.15% | 1312.75%-1303.6pp | 965.08%-955.9pp | 578.59%-569.4pp |
| Employer contribution / active EE | $3,177 | $3,132+1.4% | $2,839+11.9% | $4,876-34.8% |
| Participant deferral / active EE | $4,706 | $3,972+18.5% | $3,609+30.4% | $5,439-13.5% |
| Admin fee / account holder | $13,213 | $5,709+131.5% | $4,904+169.4% | $10,886+21.4% |