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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 | $47,082 | $100,938-53.4% | $90,461-48.0% | $158,982-70.4% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | 10.26% | 1727.20%-1716.9pp | 1294.76%-1284.5pp | 302.99%-292.7pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,222 | $4,350-2.9% | $3,964+6.5% | $5,983-29.4% |
| Admin fee / account holder | $409 | $6,510-93.7% | $5,617-92.7% | $11,252-96.4% |