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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 | $42,092 | $102,663-59.0% | $86,216-51.2% | $139,466-69.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 15.47% | 1924.52%-1909.1pp | 1169.42%-1153.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $785 | $3,035-74.1% | $2,382-67.0% | $4,754-83.5% |
| Participant deferral / active EE | $3,319 | $4,677-29.0% | $3,986-16.7% | $6,712-50.5% |
| Admin fee / account holder | $2,200 | $8,663-74.6% | $6,853-67.9% | $11,409-80.7% |