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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 | $22,608 | $102,663-78.0% | $86,216-73.8% | $139,466-83.8% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.0%-44.0pp | 80.3%-55.3pp |
| Annual return | 26.54% | 1924.52%-1898.0pp | 1169.42%-1142.9pp | 373.66%-347.1pp |
| Employer contribution / active EE | $1,082 | $3,035-64.3% | $2,382-54.6% | $4,754-77.2% |
| Participant deferral / active EE | $2,355 | $4,677-49.7% | $3,986-40.9% | $6,712-64.9% |
| Admin fee / account holder | $620 | $8,663-92.8% | $6,853-91.0% | $11,409-94.6% |