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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 | $88,815-50.0% | $81,882-45.8% | $145,897-69.6% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 16.74% | 1033.75%-1017.0pp | 779.47%-762.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,125 | $3,086-63.5% | $2,916-61.4% | $4,663-75.9% |
| Participant deferral / active EE | $3,232 | $4,647-30.5% | $4,323-25.2% | $6,689-51.7% |
| Admin fee / account holder | $1,192 | $8,434-85.9% | $7,360-83.8% | $13,390-91.1% |