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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 | $40,229 | $99,011-59.4% | $86,582-53.5% | $147,586-72.7% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 15.06% | 1312.75%-1297.7pp | 965.08%-950.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $494 | $3,132-84.2% | $2,839-82.6% | $4,876-89.9% |
| Participant deferral / active EE | $1,488 | $3,972-62.5% | $3,609-58.8% | $5,439-72.6% |
| Admin fee / account holder | $1,033 | $5,709-81.9% | $4,904-78.9% | $10,886-90.5% |