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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 | $39,897 | $100,938-60.5% | $90,461-55.9% | $158,982-74.9% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 13.34% | 1727.20%-1713.9pp | 1294.76%-1281.4pp | 302.99%-289.6pp |
| Employer contribution / active EE | $968 | $3,691-73.8% | $3,264-70.4% | $4,763-79.7% |
| Participant deferral / active EE | $968 | $4,350-77.8% | $3,964-75.6% | $5,983-83.8% |
| Admin fee / account holder | $15,313 | $6,510+135.2% | $5,617+172.6% | $11,252+36.1% |