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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 | $27,131 | $185,225-85.4% | $142,898-81.0% | $167,553-83.8% |
| Participation rate | 37.5% | 78.5%-41.0pp | 72.0%-34.5pp | 82.1%-44.6pp |
| Annual return | 33.50% | 8558.12%-8524.6pp | 5639.64%-5606.1pp | 478.89%-445.4pp |
| Employer contribution / active EE | $2,028 | $5,607-63.8% | $4,146-51.1% | $4,840-58.1% |
| Participant deferral / active EE | $808 | $4,496-82.0% | $3,838-79.0% | $6,343-87.3% |
| Admin fee / account holder | $3,619 | $8,032-54.9% | $6,560-44.8% | $12,316-70.6% |