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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 | $5,779 | $167,030-96.5% | $135,768-95.7% | $155,188-96.3% |
| Participation rate | 42.9% | 76.2%-33.3pp | 71.1%-28.2pp | 80.8%-37.9pp |
| Annual return | 18.38% | 678.39%-660.0pp | 526.10%-507.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $785 | $4,132-81.0% | $3,394-76.9% | $4,248-81.5% |
| Participant deferral / active EE | $878 | $4,528-80.6% | $3,977-77.9% | $6,531-86.6% |
| Admin fee / account holder | $2,049 | $8,172-74.9% | $7,048-70.9% | $14,480-85.8% |