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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 | $49,039 | $99,011-50.5% | $86,582-43.4% | $147,586-66.8% |
| Participation rate | 44.4% | 76.3%-31.9pp | 73.5%-29.1pp | 82.8%-38.4pp |
| Annual return | 17.77% | 1312.75%-1295.0pp | 965.08%-947.3pp | 578.59%-560.8pp |
| Employer contribution / active EE | $377 | $3,132-88.0% | $2,839-86.7% | $4,876-92.3% |
| Participant deferral / active EE | $1,434 | $3,972-63.9% | $3,609-60.3% | $5,439-73.6% |
| Admin fee / account holder | $930 | $5,709-83.7% | $4,904-81.0% | $10,886-91.5% |