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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 | $41,494 | $99,009-58.1% | $86,581-52.1% | $147,585-71.9% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 10.93% | 1312.70%-1301.8pp | 965.06%-954.1pp | 578.58%-567.7pp |
| Employer contribution / active EE | $988 | $3,132-68.5% | $2,840-65.2% | $4,876-79.7% |
| Participant deferral / active EE | $2,445 | $3,972-38.4% | $3,609-32.2% | $5,439-55.0% |
| Admin fee / account holder | $1,250 | $5,709-78.1% | $4,904-74.5% | $10,886-88.5% |