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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 | $19,443 | $60,119-67.7% | $90,414-78.5% | $79,860-75.7% |
| Participation rate | 41.9% | 65.0%-23.0pp | 72.7%-30.7pp | 69.6%-27.7pp |
| Annual return | 23367.97% | 71.94%+23296.0pp | 1293.19%+22074.8pp | 31.72%+23336.3pp |
| Employer contribution / active EE | $695 | $2,068-66.4% | $3,262-78.7% | $2,471-71.9% |
| Participant deferral / active EE | $789 | $2,938-73.2% | $3,963-80.1% | $3,740-78.9% |
| Admin fee / account holder | $1,103 | $3,976-72.2% | $5,611-80.3% | $5,306-79.2% |