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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 | $11,395 | $100,938-88.7% | $90,461-87.4% | $158,982-92.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 18.18% | 1727.20%-1709.0pp | 1294.76%-1276.6pp | 302.99%-284.8pp |
| Employer contribution / active EE | $196 | $3,691-94.7% | $3,264-94.0% | $4,763-95.9% |
| Participant deferral / active EE | $2,172 | $4,350-50.1% | $3,964-45.2% | $5,983-63.7% |
| Admin fee / account holder | $2,501 | $6,510-61.6% | $5,617-55.5% | $11,252-77.8% |