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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 | $21,159 | $88,815-76.2% | $81,882-74.2% | $145,897-85.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 11.90% | 1033.75%-1021.8pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $900 | $3,086-70.8% | $2,916-69.1% | $4,663-80.7% |
| Participant deferral / active EE | $1,890 | $4,647-59.3% | $4,323-56.3% | $6,689-71.7% |
| Admin fee / account holder | $1,744 | $8,434-79.3% | $7,360-76.3% | $13,390-87.0% |