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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 | $21,505 | $45,152-52.4% | $73,843-70.9% | $59,632-63.9% |
| Participation rate | 44.0% | 64.0%-20.0pp | 73.4%-29.4pp | 68.7%-24.7pp |
| Annual return | 22.34% | 27.40%-5.1pp | 2267.91%-2245.6pp | 2041.32%-2019.0pp |
| Employer contribution / active EE | $1,196 | $1,902-37.1% | $2,787-57.1% | $2,203-45.7% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $497 | $3,516-85.9% | $4,880-89.8% | $4,297-88.4% |