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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 | $18,012 | $96,419-81.3% | $80,648-77.7% | $139,487-87.1% |
| Participation rate | 30.0% | 73.6%-43.6pp | 67.0%-37.0pp | 80.3%-50.3pp |
| Annual return | 37.81% | 1352.86%-1315.1pp | 937.21%-899.4pp | 373.84%-336.0pp |
| Employer contribution / active EE | $1,886 | $3,261-42.2% | $2,724-30.8% | $4,755-60.3% |
| Participant deferral / active EE | $3,666 | $5,225-29.9% | $4,443-17.5% | $6,713-45.4% |
| Admin fee / account holder | $4,046 | $6,605-38.7% | $5,382-24.8% | $11,407-64.5% |