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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 | $40,317 | $76,522-47.3% | $56,033-28.0% | $145,884-72.4% |
| Participation rate | 20.0% | 63.2%-43.2pp | 52.5%-32.5pp | 80.3%-60.3pp |
| Annual return | 18.53% | 3014.28%-2995.8pp | 1711.38%-1692.8pp | 551.85%-533.3pp |
| Employer contribution / active EE | $646 | $1,382-53.2% | $1,041-37.9% | $4,662-86.1% |
| Participant deferral / active EE | $3,305 | $2,624+26.0% | $1,954+69.1% | $6,690-50.6% |
| Admin fee / account holder | $324 | $3,328-90.3% | $2,827-88.5% | $13,392-97.6% |