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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 | $24,896 | $90,397-72.5% | $76,002-67.2% | $145,959-82.9% |
| Participation rate | 47.8% | 74.5%-26.7pp | 69.1%-21.3pp | 80.3%-32.5pp |
| Annual return | 10.93% | 621.97%-611.0pp | 360.07%-349.1pp | 561.95%-551.0pp |
| Employer contribution / active EE | $1,258 | $3,317-62.1% | $2,688-53.2% | $4,661-73.0% |
| Participant deferral / active EE | $2,030 | $5,163-60.7% | $4,257-52.3% | $6,689-69.7% |
| Admin fee / account holder | $2,434 | $8,369-70.9% | $6,414-62.1% | $13,398-81.8% |