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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 | $29,114 | $100,895-71.1% | $90,430-67.8% | $158,950-81.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 6.72% | 1725.54%-1718.8pp | 1293.73%-1287.0pp | 302.91%-296.2pp |
| Employer contribution / active EE | $3,541 | $3,689-4.0% | $3,262+8.6% | $4,762-25.6% |
| Participant deferral / active EE | $3,541 | $4,347-18.5% | $3,963-10.6% | $5,983-40.8% |
| Admin fee / account holder | $1,076 | $6,505-83.5% | $5,613-80.8% | $11,248-90.4% |