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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 | $82,456 | $176,688-53.3% | $130,660-36.9% | $152,897-46.1% |
| Participation rate | 42.9% | 79.0%-36.1pp | 71.7%-28.9pp | 82.5%-39.6pp |
| Annual return | 25.48% | 2693.08%-2667.6pp | 1709.29%-1683.8pp | 345.43%-319.9pp |
| Employer contribution / active EE | $1,157 | $5,743-79.9% | $4,092-71.7% | $4,764-75.7% |
| Participant deferral / active EE | $1,760 | $4,362-59.6% | $3,603-51.1% | $5,851-69.9% |
| Admin fee / account holder | $763 | $7,131-89.3% | $5,463-86.0% | $11,599-93.4% |