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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 | $27,817 | $109,872-74.7% | $98,483-71.8% | $167,536-83.4% |
| Participation rate | 38.9% | 75.8%-36.9pp | 73.3%-34.5pp | 82.1%-43.2pp |
| Annual return | 27.48% | 1959.31%-1931.8pp | 1494.38%-1466.9pp | 478.82%-451.3pp |
| Employer contribution / active EE | $1,043 | $3,225-67.7% | $2,961-64.8% | $4,839-78.4% |
| Participant deferral / active EE | $2,554 | $4,673-45.3% | $4,276-40.3% | $6,342-59.7% |
| Admin fee / account holder | $1,448 | $6,757-78.6% | $5,953-75.7% | $12,315-88.2% |