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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 | $42,554 | $76,519-44.4% | $56,025-24.0% | $145,897-70.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 15.81% | 3017.03%-3001.2pp | 1712.69%-1696.9pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,146 | $1,383-17.1% | $1,042+10.0% | $4,663-75.4% |
| Participant deferral / active EE | $1,363 | $2,624-48.1% | $1,955-30.3% | $6,689-79.6% |
| Admin fee / account holder | $1,153 | $3,331-65.4% | $2,828-59.2% | $13,390-91.4% |