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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 | $33,469 | $156,970-78.7% | $121,210-72.4% | $139,487-76.0% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 10.72% | 1477.10%-1466.4pp | 987.41%-976.7pp | 373.84%-363.1pp |
| Employer contribution / active EE | $600 | $5,546-89.2% | $4,171-85.6% | $4,755-87.4% |
| Participant deferral / active EE | $1,290 | $4,849-73.4% | $4,084-68.4% | $6,713-80.8% |
| Admin fee / account holder | $2,700 | $6,947-61.1% | $5,647-52.2% | $11,407-76.3% |