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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 | $21,577 | $96,388-77.6% | $80,627-73.2% | $139,466-84.5% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 22.03% | 1352.08%-1330.1pp | 936.76%-914.7pp | 373.66%-351.6pp |
| Employer contribution / active EE | $1,018 | $3,260-68.8% | $2,723-62.6% | $4,754-78.6% |
| Participant deferral / active EE | $1,222 | $5,224-76.6% | $4,443-72.5% | $6,712-81.8% |
| Admin fee / account holder | $341 | $6,603-94.8% | $5,381-93.7% | $11,409-97.0% |