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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 | $25,733 | $72,465-64.5% | $67,575-61.9% | $145,884-82.4% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 13.36% | 7222.56%-7209.2pp | 3528.98%-3515.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $1,235 | $3,074-59.8% | $2,736-54.9% | $4,662-73.5% |
| Participant deferral / active EE | $1,870 | $4,786-60.9% | $4,003-53.3% | $6,690-72.0% |
| Admin fee / account holder | $3,189 | $5,515-42.2% | $3,993-20.1% | $13,392-76.2% |