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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 | $15,079 | $76,368-80.3% | $67,681-77.7% | $154,746-90.3% |
| Participation rate | 52.4% | 79.0%-26.6pp | 73.7%-21.3pp | 80.7%-28.3pp |
| Annual return | 14.27% | 1066.77%-1052.5pp | 590.58%-576.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $784 | $3,151-75.1% | $2,678-70.7% | $4,379-82.1% |
| Participant deferral / active EE | $1,284 | $4,824-73.4% | $3,976-67.7% | $6,730-80.9% |
| Admin fee / account holder | $2,270 | $8,559-73.5% | $6,100-62.8% | $14,365-84.2% |