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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 | $90,489-72.5% | $76,051-67.3% | $145,978-82.9% |
| Participation rate | 47.8% | 74.5%-26.7pp | 69.1%-21.3pp | 80.3%-32.5pp |
| Annual return | 10.93% | 622.78%-611.9pp | 360.42%-349.5pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,258 | $3,319-62.1% | $2,690-53.2% | $4,662-73.0% |
| Participant deferral / active EE | $2,030 | $5,164-60.7% | $4,257-52.3% | $6,690-69.7% |
| Admin fee / account holder | $2,434 | $8,374-70.9% | $6,416-62.1% | $13,400-81.8% |