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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 | $43,655 | $180,749-75.8% | $160,784-72.8% | $137,256-68.2% |
| Participation rate | 41.2% | 80.0%-38.8pp | 77.0%-35.8pp | 80.0%-38.8pp |
| Annual return | 12.67% | 2234.46%-2221.8pp | 1803.92%-1791.3pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,267 | $4,155-69.5% | $3,733-66.1% | $4,156-69.5% |
| Participant deferral / active EE | $2,666 | $6,844-61.0% | $6,293-57.6% | $6,407-58.4% |
| Admin fee / account holder | $757 | $10,397-92.7% | $9,717-92.2% | $12,270-93.8% |