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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 | $11,621 | $102,635-88.7% | $86,209-86.5% | $139,456-91.7% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 27.99% | 1923.53%-1895.5pp | 1169.05%-1141.1pp | 373.45%-345.5pp |
| Employer contribution / active EE | $1,327 | $3,034-56.3% | $2,381-44.3% | $4,753-72.1% |
| Participant deferral / active EE | $2,332 | $4,677-50.1% | $3,986-41.5% | $6,711-65.2% |
| Admin fee / account holder | $2,695 | $8,661-68.9% | $6,853-60.7% | $11,407-76.4% |