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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 | $38,302 | $68,097-43.8% | $62,929-39.1% | $137,256-72.1% |
| Participation rate | 26.3% | 77.4%-51.1pp | 73.1%-46.8pp | 80.0%-53.6pp |
| Annual return | 18.91% | 1859.11%-1840.2pp | 1063.93%-1045.0pp | 220.34%-201.4pp |
| Employer contribution / active EE | $490 | $2,811-82.6% | $2,505-80.4% | $4,156-88.2% |
| Participant deferral / active EE | $2,137 | $4,553-53.1% | $3,888-45.0% | $6,407-66.6% |
| Admin fee / account holder | $955 | $6,521-85.4% | $5,065-81.1% | $12,270-92.2% |