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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 | $45,070 | $102,663-56.1% | $86,216-47.7% | $139,466-67.7% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 10.09% | 1924.52%-1914.4pp | 1169.42%-1159.3pp | 373.66%-363.6pp |
| Employer contribution / active EE | $1,214 | $3,035-60.0% | $2,382-49.0% | $4,754-74.5% |
| Participant deferral / active EE | $2,637 | $4,677-43.6% | $3,986-33.8% | $6,712-60.7% |
| Admin fee / account holder | $3,433 | $8,663-60.4% | $6,853-49.9% | $11,409-69.9% |