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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 | $13,912 | $109,872-87.3% | $98,483-85.9% | $167,536-91.7% |
| Participation rate | 38.5% | 75.8%-37.4pp | 73.3%-34.9pp | 82.1%-43.7pp |
| Annual return | 37.91% | 1959.31%-1921.4pp | 1494.38%-1456.5pp | 478.82%-440.9pp |
| Employer contribution / active EE | $712 | $3,225-77.9% | $2,961-75.9% | $4,839-85.3% |
| Participant deferral / active EE | $1,522 | $4,673-67.4% | $4,276-64.4% | $6,342-76.0% |
| Admin fee / account holder | $1,492 | $6,757-77.9% | $5,953-74.9% | $12,315-87.9% |