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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 | $9,680 | $88,710-89.1% | $81,783-88.2% | $145,959-93.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.39% | 1027.26%-1015.9pp | 775.05%-763.7pp | 561.95%-550.6pp |
| Employer contribution / active EE | $721 | $3,083-76.6% | $2,913-75.2% | $4,661-84.5% |
| Participant deferral / active EE | $1,359 | $4,645-70.7% | $4,320-68.6% | $6,689-79.7% |
| Admin fee / account holder | $6,543 | $8,407-22.2% | $7,380-11.3% | $13,398-51.2% |