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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 | $40,099 | $72,426-44.6% | $67,560-40.6% | $145,897-72.5% |
| Participation rate | 65.2% | 76.9%-11.7pp | 72.9%-7.7pp | 80.3%-15.1pp |
| Annual return | 10.13% | 7226.78%-7216.7pp | 3533.50%-3523.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,528 | $3,074-50.3% | $2,737-44.2% | $4,663-67.2% |
| Participant deferral / active EE | $1,732 | $4,785-63.8% | $4,004-56.7% | $6,689-74.1% |
| Admin fee / account holder | $614 | $5,514-88.9% | $3,994-84.6% | $13,390-95.4% |