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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 | $20,363 | $34,932-41.7% | $56,441-63.9% | $74,546-72.7% |
| Participation rate | 8.3% | 32.9%-24.5pp | 52.5%-44.2pp | 67.2%-58.9pp |
| Annual return | 18.70% | 24.90%-6.2pp | 1704.21%-1685.5pp | 1366.03%-1347.3pp |
| Employer contribution / active EE | $157 | $608-74.1% | $1,039-84.8% | $2,624-94.0% |
| Participant deferral / active EE | $575 | $1,173-51.0% | $1,953-70.6% | $4,347-86.8% |
| Admin fee / account holder | $1,047 | $2,359-55.6% | $2,829-63.0% | $1,944-46.1% |