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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 | $37,739 | $81,668-53.8% | $58,507-35.5% | $139,487-72.9% |
| Participation rate | 25.0% | 61.3%-36.3pp | 50.9%-25.9pp | 80.3%-55.3pp |
| Annual return | 15.75% | 7430.07%-7414.3pp | 4252.32%-4236.6pp | 373.84%-358.1pp |
| Employer contribution / active EE | $886 | $1,398-36.6% | $1,053-15.9% | $4,755-81.4% |
| Participant deferral / active EE | $1,523 | $2,554-40.4% | $1,922-20.8% | $6,713-77.3% |
| Admin fee / account holder | $1,114 | $3,212-65.3% | $2,486-55.2% | $11,407-90.2% |