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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 | $11,478 | $57,305-80.0% | $86,640-86.8% | $75,173-84.7% |
| Participation rate | 30.6% | 63.2%-32.7pp | 71.7%-41.2pp | 67.2%-36.6pp |
| Annual return | 26.03% | 2674.24%-2648.2pp | 592.52%-566.5pp | 160.72%-134.7pp |
| Employer contribution / active EE | $849 | $2,316-63.3% | $3,024-71.9% | $2,671-68.2% |
| Participant deferral / active EE | $1,190 | $3,320-64.1% | $4,438-73.2% | $4,126-71.1% |
| Admin fee / account holder | $3,685 | $4,116-10.5% | $5,616-34.4% | $5,651-34.8% |