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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 | $9,635 | $81,763-88.2% | $58,561-83.5% | $139,466-93.1% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 15.94% | 7427.77%-7411.8pp | 4251.33%-4235.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $233 | $1,398-83.3% | $1,053-77.9% | $4,754-95.1% |
| Participant deferral / active EE | $335 | $2,555-86.9% | $1,923-82.6% | $6,712-95.0% |
| Admin fee / account holder | $1,664 | $3,273-49.2% | $2,520-34.0% | $11,409-85.4% |