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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 | $22,446 | $88,778-74.7% | $81,844-72.6% | $145,884-84.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 26.09% | 1033.03%-1006.9pp | 778.87%-752.8pp | 551.85%-525.8pp |
| Employer contribution / active EE | $941 | $3,087-69.5% | $2,916-67.7% | $4,662-79.8% |
| Participant deferral / active EE | $2,552 | $4,648-45.1% | $4,323-41.0% | $6,690-61.9% |
| Admin fee / account holder | $1,831 | $8,430-78.3% | $7,355-75.1% | $13,392-86.3% |