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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 | $29,052 | $88,754-67.3% | $81,820-64.5% | $145,877-80.1% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 11.11% | 1031.77%-1020.7pp | 777.93%-766.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,303 | $3,085-57.8% | $2,915-55.3% | $4,663-72.1% |
| Participant deferral / active EE | $4,812 | $4,648+3.5% | $4,323+11.3% | $6,691-28.1% |
| Admin fee / account holder | $14,752 | $8,424+75.1% | $7,391+99.6% | $13,402+10.1% |