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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 | $45,449 | $72,446-37.3% | $67,561-32.7% | $145,877-68.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 11.77% | 7211.98%-7200.2pp | 3525.44%-3513.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,680 | $3,072-45.3% | $2,735-38.6% | $4,663-64.0% |
| Participant deferral / active EE | $3,361 | $4,785-29.8% | $4,003-16.1% | $6,691-49.8% |
| Admin fee / account holder | $1,040 | $5,541-81.2% | $4,006-74.0% | $13,402-92.2% |