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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 | $18,645 | $96,388-80.7% | $80,627-76.9% | $139,466-86.6% |
| Participation rate | 47.4% | 73.6%-26.3pp | 67.0%-19.6pp | 80.3%-33.0pp |
| Annual return | 21.46% | 1352.08%-1330.6pp | 936.76%-915.3pp | 373.66%-352.2pp |
| Employer contribution / active EE | $447 | $3,260-86.3% | $2,723-83.6% | $4,754-90.6% |
| Participant deferral / active EE | $2,049 | $5,224-60.8% | $4,443-53.9% | $6,712-69.5% |
| Admin fee / account holder | $386 | $6,603-94.2% | $5,381-92.8% | $11,409-96.6% |