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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 | $28,760 | $149,040-80.7% | $120,225-76.1% | $137,256-79.0% |
| Participation rate | 63.6% | 75.4%-11.8pp | 69.6%-5.9pp | 80.0%-16.3pp |
| Annual return | 11.69% | 605.68%-594.0pp | 439.23%-427.5pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,406 | $4,350-67.7% | $3,475-59.6% | $4,156-66.2% |
| Participant deferral / active EE | $1,406 | $4,655-69.8% | $3,999-64.8% | $6,407-78.1% |
| Admin fee / account holder | $8,331 | $6,348+31.2% | $5,696+46.3% | $12,270-32.1% |