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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 | $13,208 | $68,097-80.6% | $62,929-79.0% | $137,256-90.4% |
| Participation rate | 31.3% | 77.4%-46.2pp | 73.1%-41.9pp | 80.0%-48.7pp |
| Annual return | 19.11% | 1859.11%-1840.0pp | 1063.93%-1044.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $445 | $2,811-84.2% | $2,505-82.2% | $4,156-89.3% |
| Participant deferral / active EE | $863 | $4,553-81.0% | $3,888-77.8% | $6,407-86.5% |
| Admin fee / account holder | $1,032 | $6,521-84.2% | $5,065-79.6% | $12,270-91.6% |