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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 | $43,946 | $99,031-55.6% | $86,597-49.3% | $147,585-70.2% |
| Participation rate | 31.3% | 76.3%-45.1pp | 73.5%-42.3pp | 82.8%-51.6pp |
| Annual return | 15.86% | 1312.56%-1296.7pp | 964.96%-949.1pp | 578.57%-562.7pp |
| Employer contribution / active EE | $469 | $3,132-85.0% | $2,840-83.5% | $4,876-90.4% |
| Participant deferral / active EE | $1,072 | $3,972-73.0% | $3,609-70.3% | $5,439-80.3% |
| Admin fee / account holder | $318 | $5,711-94.4% | $4,906-93.5% | $10,885-97.1% |