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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 | $20,069 | $72,446-72.3% | $67,561-70.3% | $145,877-86.2% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 10.14% | 7211.98%-7201.8pp | 3525.44%-3515.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $958 | $3,072-68.8% | $2,735-65.0% | $4,663-79.5% |
| Participant deferral / active EE | $1,368 | $4,785-71.4% | $4,003-65.8% | $6,691-79.6% |
| Admin fee / account holder | $16,557 | $5,541+198.8% | $4,006+313.3% | $13,402+23.5% |