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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 | $30,613 | $109,872-72.1% | $98,483-68.9% | $167,536-81.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 17.66% | 1959.31%-1941.7pp | 1494.38%-1476.7pp | 478.82%-461.2pp |
| Employer contribution / active EE | $817 | $3,225-74.7% | $2,961-72.4% | $4,839-83.1% |
| Participant deferral / active EE | $1,462 | $4,673-68.7% | $4,276-65.8% | $6,342-76.9% |
| Admin fee / account holder | $1,472 | $6,757-78.2% | $5,953-75.3% | $12,315-88.0% |