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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 | $42,930 | $88,754-51.6% | $81,820-47.5% | $145,877-70.6% |
| Participation rate | 45.5% | 75.1%-29.6pp | 72.4%-26.9pp | 80.3%-34.8pp |
| Annual return | 10.17% | 1031.77%-1021.6pp | 777.93%-767.8pp | 551.28%-541.1pp |
| Employer contribution / active EE | $767 | $3,085-75.1% | $2,915-73.7% | $4,663-83.6% |
| Participant deferral / active EE | $767 | $4,648-83.5% | $4,323-82.3% | $6,691-88.5% |
| Admin fee / account holder | $5,672 | $8,424-32.7% | $7,391-23.3% | $13,402-57.7% |