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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 | $31,867 | $88,754-64.1% | $81,820-61.1% | $145,877-78.2% |
| Participation rate | 53.8% | 75.1%-21.2pp | 72.4%-18.5pp | 80.3%-26.5pp |
| Annual return | 15.01% | 1031.77%-1016.8pp | 777.93%-762.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,025 | $3,085-66.8% | $2,915-64.8% | $4,663-78.0% |
| Participant deferral / active EE | $4,102 | $4,648-11.7% | $4,323-5.1% | $6,691-38.7% |
| Admin fee / account holder | $17,188 | $8,424+104.0% | $7,391+132.6% | $13,402+28.2% |