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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 | $79,726 | $109,872-27.4% | $98,483-19.0% | $167,536-52.4% |
| Participation rate | 45.5% | 75.8%-30.4pp | 73.3%-27.9pp | 82.1%-36.7pp |
| Annual return | 11.70% | 1959.31%-1947.6pp | 1494.38%-1482.7pp | 478.82%-467.1pp |
| Employer contribution / active EE | $429 | $3,225-86.7% | $2,961-85.5% | $4,839-91.1% |
| Participant deferral / active EE | $1,449 | $4,673-69.0% | $4,276-66.1% | $6,342-77.2% |
| Admin fee / account holder | $2,174 | $6,757-67.8% | $5,953-63.5% | $12,315-82.3% |