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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 | $40,497 | $99,031-59.1% | $86,597-53.2% | $147,585-72.6% |
| Participation rate | 53.3% | 76.3%-23.0pp | 73.5%-20.2pp | 82.8%-29.5pp |
| Annual return | 8.99% | 1312.56%-1303.6pp | 964.96%-956.0pp | 578.57%-569.6pp |
| Employer contribution / active EE | $1,097 | $3,132-65.0% | $2,840-61.4% | $4,876-77.5% |
| Participant deferral / active EE | $3,858 | $3,972-2.9% | $3,609+6.9% | $5,439-29.1% |
| Admin fee / account holder | $1,126 | $5,711-80.3% | $4,906-77.0% | $10,885-89.7% |