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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 | $34,786 | $88,815-60.8% | $81,882-57.5% | $145,897-76.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 12.41% | 1033.75%-1021.3pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,007 | $3,086-67.4% | $2,916-65.5% | $4,663-78.4% |
| Participant deferral / active EE | $1,293 | $4,647-72.2% | $4,323-70.1% | $6,689-80.7% |
| Admin fee / account holder | $867 | $8,434-89.7% | $7,360-88.2% | $13,390-93.5% |