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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 | $46,863 | $102,663-54.4% | $86,216-45.6% | $139,466-66.4% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.0%-27.3pp | 80.3%-38.7pp |
| Annual return | 13.62% | 1924.52%-1910.9pp | 1169.42%-1155.8pp | 373.66%-360.0pp |
| Employer contribution / active EE | $1,573 | $3,035-48.2% | $2,382-34.0% | $4,754-66.9% |
| Participant deferral / active EE | $10,014 | $4,677+114.1% | $3,986+151.2% | $6,712+49.2% |
| Admin fee / account holder | $763 | $8,663-91.2% | $6,853-88.9% | $11,409-93.3% |