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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 | $37,532 | $109,905-65.9% | $98,506-61.9% | $167,553-77.6% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 13.68% | 1960.20%-1946.5pp | 1494.92%-1481.2pp | 478.89%-465.2pp |
| Employer contribution / active EE | $1,258 | $3,226-61.0% | $2,961-57.5% | $4,840-74.0% |
| Participant deferral / active EE | $2,794 | $4,674-40.2% | $4,277-34.7% | $6,343-56.0% |
| Admin fee / account holder | $3,286 | $6,760-51.4% | $5,955-44.8% | $12,316-73.3% |