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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 | $30,011 | $72,465-58.6% | $67,575-55.6% | $145,884-79.4% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.1pp | 80.3%-37.4pp |
| Annual return | 12.60% | 7222.56%-7210.0pp | 3528.98%-3516.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $3,822 | $3,074+24.4% | $2,736+39.7% | $4,662-18.0% |
| Participant deferral / active EE | $6,330 | $4,786+32.3% | $4,003+58.1% | $6,690-5.4% |
| Admin fee / account holder | $3,065 | $5,515-44.4% | $3,993-23.2% | $13,392-77.1% |