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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 | $36,092 | $100,895-64.2% | $90,430-60.1% | $158,950-77.3% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.7%-17.7pp | 82.0%-27.0pp |
| Annual return | 10.27% | 1725.54%-1715.3pp | 1293.73%-1283.5pp | 302.91%-292.6pp |
| Employer contribution / active EE | $164 | $3,689-95.5% | $3,262-95.0% | $4,762-96.5% |
| Participant deferral / active EE | $2,825 | $4,347-35.0% | $3,963-28.7% | $5,983-52.8% |
| Admin fee / account holder | $2,252 | $6,505-65.4% | $5,613-59.9% | $11,248-80.0% |