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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 | $47,171 | $102,663-54.1% | $86,216-45.3% | $139,466-66.2% |
| Participation rate | 69.2% | 74.5%-5.3pp | 69.0%+0.3pp | 80.3%-11.1pp |
| Annual return | 19.09% | 1924.52%-1905.4pp | 1169.42%-1150.3pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,515 | $3,035-50.1% | $2,382-36.4% | $4,754-68.1% |
| Participant deferral / active EE | $3,608 | $4,677-22.9% | $3,986-9.5% | $6,712-46.2% |
| Admin fee / account holder | $2,394 | $8,663-72.4% | $6,853-65.1% | $11,409-79.0% |