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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 | $88,754-35.6% | $81,820-30.1% | $145,877-60.8% |
| Participation rate | 15.0% | 75.1%-60.1pp | 72.4%-57.4pp | 80.3%-65.3pp |
| Annual return | 15.58% | 1031.77%-1016.2pp | 777.93%-762.4pp | 551.28%-535.7pp |
| Employer contribution / active EE | $467 | $3,085-84.9% | $2,915-84.0% | $4,663-90.0% |
| Participant deferral / active EE | $1,627 | $4,648-65.0% | $4,323-62.4% | $6,691-75.7% |
| Admin fee / account holder | $39,028 | $8,424+363.3% | $7,391+428.1% | $13,402+191.2% |