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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 | $79,190 | $100,911-21.5% | $90,440-12.4% | $158,966-50.2% |
| Participation rate | 27.3% | 75.0%-47.8pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 20.37% | 1726.62%-1706.2pp | 1294.38%-1274.0pp | 302.95%-282.6pp |
| Employer contribution / active EE | $449 | $3,690-87.8% | $3,263-86.2% | $4,762-90.6% |
| Participant deferral / active EE | $1,178 | $4,348-72.9% | $3,964-70.3% | $5,983-80.3% |
| Admin fee / account holder | $884 | $6,507-86.4% | $5,615-84.3% | $11,250-92.1% |