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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 | $57,151 | $88,815-35.7% | $81,882-30.2% | $145,897-60.8% |
| Participation rate | 15.0% | 75.1%-60.1pp | 72.4%-57.4pp | 80.3%-65.3pp |
| Annual return | 15.58% | 1033.75%-1018.2pp | 779.47%-763.9pp | 552.29%-536.7pp |
| Employer contribution / active EE | $467 | $3,086-84.9% | $2,916-84.0% | $4,663-90.0% |
| Participant deferral / active EE | $1,627 | $4,647-65.0% | $4,323-62.4% | $6,689-75.7% |
| Admin fee / account holder | $39,028 | $8,434+362.7% | $7,360+430.3% | $13,390+191.5% |