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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 | $19,197 | $90,607-78.8% | $79,467-75.8% | $135,380-85.8% |
| Participation rate | 26.1% | 76.0%-50.0pp | 73.3%-47.3pp | 82.6%-56.6pp |
| Annual return | 7.07% | 977.74%-970.7pp | 718.30%-711.2pp | 519.81%-512.7pp |
| Employer contribution / active EE | $652 | $3,068-78.7% | $2,800-76.7% | $4,779-86.4% |
| Participant deferral / active EE | $1,083 | $4,050-73.3% | $3,704-70.8% | $5,609-80.7% |
| Admin fee / account holder | $1,674 | $5,895-71.6% | $5,104-67.2% | $10,828-84.5% |