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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 | $32,718 | $102,595-68.1% | $94,057-65.2% | $154,746-78.9% |
| Participation rate | 35.3% | 76.0%-40.7pp | 73.3%-38.0pp | 80.7%-45.4pp |
| Annual return | 16.67% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $679 | $3,147-78.4% | $2,933-76.8% | $4,379-84.5% |
| Participant deferral / active EE | $1,358 | $5,118-73.5% | $4,709-71.2% | $6,730-79.8% |
| Admin fee / account holder | $5,573 | $7,736-28.0% | $7,244-23.1% | $14,365-61.2% |