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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 | $40,235 | $169,356-76.2% | $129,406-68.9% | $145,897-72.4% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 10.41% | 14418.62%-14408.2pp | 9468.18%-9457.8pp | 552.29%-541.9pp |
| Employer contribution / active EE | $863 | $5,542-84.4% | $4,155-79.2% | $4,663-81.5% |
| Participant deferral / active EE | $2,376 | $4,987-52.4% | $4,167-43.0% | $6,689-64.5% |
| Admin fee / account holder | $10,489 | $9,915+5.8% | $7,689+36.4% | $13,390-21.7% |