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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 | $27,806 | $72,446-61.6% | $67,561-58.8% | $145,877-80.9% |
| Participation rate | 42.9% | 76.9%-34.0pp | 72.9%-30.0pp | 80.3%-37.4pp |
| Annual return | 9.65% | 7211.98%-7202.3pp | 3525.44%-3515.8pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,489 | $3,072-51.5% | $2,735-45.6% | $4,663-68.1% |
| Participant deferral / active EE | $2,728 | $4,785-43.0% | $4,003-31.9% | $6,691-59.2% |
| Admin fee / account holder | $825 | $5,541-85.1% | $4,006-79.4% | $13,402-93.8% |