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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 | $29,532 | $68,097-56.6% | $62,929-53.1% | $137,256-78.5% |
| Participation rate | 35.7% | 77.4%-41.7pp | 73.1%-37.4pp | 80.0%-44.2pp |
| Annual return | 15.35% | 1859.11%-1843.8pp | 1063.93%-1048.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $862 | $2,811-69.3% | $2,505-65.6% | $4,156-79.3% |
| Participant deferral / active EE | $983 | $4,553-78.4% | $3,888-74.7% | $6,407-84.7% |
| Admin fee / account holder | $1,380 | $6,521-78.8% | $5,065-72.8% | $12,270-88.8% |