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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 | $32,916 | $169,361-80.6% | $129,397-74.6% | $145,877-77.4% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.6%-26.8pp | 80.3%-37.4pp |
| Annual return | 11.80% | 14395.54%-14383.7pp | 9453.98%-9442.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $1,263 | $5,542-77.2% | $4,154-69.6% | $4,663-72.9% |
| Participant deferral / active EE | $2,975 | $4,987-40.3% | $4,167-28.6% | $6,691-55.5% |
| Admin fee / account holder | $1,137 | $9,903-88.5% | $7,679-85.2% | $13,402-91.5% |