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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 | $40,755 | $96,419-57.7% | $80,648-49.5% | $139,487-70.8% |
| Participation rate | 23.1% | 73.6%-50.6pp | 67.0%-43.9pp | 80.3%-57.3pp |
| Annual return | 18.08% | 1352.86%-1334.8pp | 937.21%-919.1pp | 373.84%-355.8pp |
| Employer contribution / active EE | $1,078 | $3,261-67.0% | $2,724-60.4% | $4,755-77.3% |
| Participant deferral / active EE | $864 | $5,225-83.5% | $4,443-80.6% | $6,713-87.1% |
| Admin fee / account holder | $478 | $6,605-92.8% | $5,382-91.1% | $11,407-95.8% |