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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 | $20,588 | $109,872-81.3% | $98,483-79.1% | $167,536-87.7% |
| Participation rate | 61.1% | 75.8%-14.7pp | 73.3%-12.2pp | 82.1%-21.0pp |
| Annual return | 13.31% | 1959.31%-1946.0pp | 1494.38%-1481.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,323 | $3,225-59.0% | $2,961-55.3% | $4,839-72.7% |
| Participant deferral / active EE | $2,633 | $4,673-43.7% | $4,276-38.4% | $6,342-58.5% |
| Admin fee / account holder | $1,080 | $6,757-84.0% | $5,953-81.9% | $12,315-91.2% |