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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 | $64,444 | $124,175-48.1% | $108,405-40.6% | $167,553-61.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 30.48% | 1380.13%-1349.6pp | 905.55%-875.1pp | 478.89%-448.4pp |
| Employer contribution / active EE | $1,857 | $4,188-55.7% | $3,559-47.8% | $4,840-61.6% |
| Participant deferral / active EE | $3,623 | $6,908-47.6% | $6,563-44.8% | $6,343-42.9% |
| Admin fee / account holder | $2,605 | $9,457-72.5% | $7,297-64.3% | $12,316-78.8% |