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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 | $44,383 | $88,710-50.0% | $81,783-45.7% | $145,959-69.6% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | 16.74% | 1027.26%-1010.5pp | 775.05%-758.3pp | 561.95%-545.2pp |
| Employer contribution / active EE | $1,125 | $3,083-63.5% | $2,913-61.4% | $4,661-75.9% |
| Participant deferral / active EE | $3,232 | $4,645-30.4% | $4,320-25.2% | $6,689-51.7% |
| Admin fee / account holder | $1,192 | $8,407-85.8% | $7,380-83.9% | $13,398-91.1% |