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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 | $20,450 | $88,710-76.9% | $81,783-75.0% | $145,959-86.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 9.95% | 1027.26%-1017.3pp | 775.05%-765.1pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,018 | $3,083-67.0% | $2,913-65.0% | $4,661-78.2% |
| Participant deferral / active EE | $2,352 | $4,645-49.4% | $4,320-45.6% | $6,689-64.8% |
| Admin fee / account holder | $14,296 | $8,407+70.0% | $7,380+93.7% | $13,398+6.7% |