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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 | $9,890 | $100,938-90.2% | $90,461-89.1% | $158,982-93.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 10.23% | 1727.20%-1717.0pp | 1294.76%-1284.5pp | 302.99%-292.8pp |
| Employer contribution / active EE | $2,336 | $3,691-36.7% | $3,264-28.4% | $4,763-51.0% |
| Participant deferral / active EE | $807 | $4,350-81.4% | $3,964-79.6% | $5,983-86.5% |
| Admin fee / account holder | $4,316 | $6,510-33.7% | $5,617-23.2% | $11,252-61.6% |