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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 | $46,550 | $109,872-57.6% | $98,483-52.7% | $167,536-72.2% |
| Participation rate | 36.4% | 75.8%-39.5pp | 73.3%-37.0pp | 82.1%-45.7pp |
| Annual return | 24.79% | 1959.31%-1934.5pp | 1494.38%-1469.6pp | 478.82%-454.0pp |
| Employer contribution / active EE | $542 | $3,225-83.2% | $2,961-81.7% | $4,839-88.8% |
| Participant deferral / active EE | $1,100 | $4,673-76.5% | $4,276-74.3% | $6,342-82.7% |
| Admin fee / account holder | $3,410 | $6,757-49.5% | $5,953-42.7% | $12,315-72.3% |