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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 | $90,530-85.9% | $76,030-83.2% | $145,897-91.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 12.30% | 625.08%-612.8pp | 361.54%-349.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $602 | $3,319-81.9% | $2,688-77.6% | $4,663-87.1% |
| Participant deferral / active EE | $1,455 | $5,164-71.8% | $4,257-65.8% | $6,689-78.2% |
| Admin fee / account holder | $1,818 | $8,383-78.3% | $6,421-71.7% | $13,390-86.4% |