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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 | $3,445 | $88,778-96.1% | $81,844-95.8% | $145,884-97.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 14.68% | 1033.03%-1018.4pp | 778.87%-764.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $441 | $3,087-85.7% | $2,916-84.9% | $4,662-90.5% |
| Participant deferral / active EE | $986 | $4,648-78.8% | $4,323-77.2% | $6,690-85.3% |
| Admin fee / account holder | $4,853 | $8,430-42.4% | $7,355-34.0% | $13,392-63.8% |