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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 | $12,746 | $90,614-85.9% | $76,089-83.2% | $145,877-91.3% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 12.30% | 623.80%-611.5pp | 360.94%-348.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $602 | $3,324-81.9% | $2,690-77.6% | $4,663-87.1% |
| Participant deferral / active EE | $1,455 | $5,168-71.8% | $4,259-65.8% | $6,691-78.3% |
| Admin fee / account holder | $1,818 | $8,376-78.3% | $6,418-71.7% | $13,402-86.4% |