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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 | $12,892 | $99,011-87.0% | $86,582-85.1% | $147,586-91.3% |
| Participation rate | 14.3% | 76.3%-62.1pp | 73.5%-59.3pp | 82.8%-68.5pp |
| Annual return | 23.65% | 1312.75%-1289.1pp | 965.08%-941.4pp | 578.59%-554.9pp |
| Employer contribution / active EE | $353 | $3,132-88.7% | $2,839-87.6% | $4,876-92.8% |
| Participant deferral / active EE | $1,867 | $3,972-53.0% | $3,609-48.3% | $5,439-65.7% |
| Admin fee / account holder | $15,599 | $5,709+173.2% | $4,904+218.1% | $10,886+43.3% |