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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 | $67,202 | $96,123-30.1% | $77,361-13.1% | $198,609-66.2% |
| Participation rate | 40.0% | 81.1%-41.1pp | 75.0%-35.0pp | 82.4%-42.4pp |
| Annual return | 16.59% | 2054.81%-2038.2pp | 1011.54%-995.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $1,895 | $3,791-50.0% | $2,990-36.6% | $5,055-62.5% |
| Participant deferral / active EE | $3,790 | $4,975-23.8% | $3,911-3.1% | $6,977-45.7% |
| Admin fee / account holder | $1,377 | $9,471-85.5% | $5,894-76.6% | $19,030-92.8% |