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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 | $47,408 | $109,872-56.9% | $98,483-51.9% | $167,536-71.7% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 20.33% | 1959.31%-1939.0pp | 1494.38%-1474.1pp | 478.82%-458.5pp |
| Employer contribution / active EE | $1,030 | $3,225-68.1% | $2,961-65.2% | $4,839-78.7% |
| Participant deferral / active EE | $1,030 | $4,673-78.0% | $4,276-75.9% | $6,342-83.8% |
| Admin fee / account holder | $617 | $6,757-90.9% | $5,953-89.6% | $12,315-95.0% |