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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 | $41,519 | $234,190-82.3% | $180,320-77.0% | $198,609-79.1% |
| Participation rate | 40.0% | 77.1%-37.1pp | 71.5%-31.5pp | 82.4%-42.4pp |
| Annual return | 11.59% | 1057.44%-1045.9pp | 778.54%-767.0pp | 202.70%-191.1pp |
| Employer contribution / active EE | $1,261 | $5,258-76.0% | $4,108-69.3% | $5,055-75.1% |
| Participant deferral / active EE | $1,720 | $4,988-65.5% | $4,304-60.0% | $6,977-75.3% |
| Admin fee / account holder | $719 | $12,558-94.3% | $10,000-92.8% | $19,030-96.2% |