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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 | $109,863-87.3% | $98,477-85.9% | $167,518-91.7% |
| Participation rate | 38.5% | 75.8%-37.4pp | 73.3%-34.9pp | 82.1%-43.6pp |
| Annual return | 37.91% | 1958.09%-1920.2pp | 1493.59%-1455.7pp | 478.71%-440.8pp |
| Employer contribution / active EE | $712 | $3,225-77.9% | $2,961-75.9% | $4,838-85.3% |
| Participant deferral / active EE | $1,522 | $4,673-67.4% | $4,276-64.4% | $6,342-76.0% |
| Admin fee / account holder | $1,492 | $6,755-77.9% | $5,951-74.9% | $12,312-87.9% |