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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 | $28,684 | $88,702-67.7% | $81,780-64.9% | $145,978-80.4% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 14.29% | 1029.12%-1014.8pp | 776.27%-762.0pp | 550.52%-536.2pp |
| Employer contribution / active EE | $400 | $3,084-87.0% | $2,914-86.3% | $4,662-91.4% |
| Participant deferral / active EE | $3,239 | $4,645-30.3% | $4,321-25.0% | $6,690-51.6% |
| Admin fee / account holder | $6,911 | $8,414-17.9% | $7,384-6.4% | $13,400-48.4% |