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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 | $12,431 | $90,489-86.3% | $76,051-83.7% | $145,978-91.5% |
| Participation rate | 52.2% | 74.5%-22.3pp | 69.1%-16.9pp | 80.3%-28.1pp |
| Annual return | 11.97% | 622.78%-610.8pp | 360.42%-348.5pp | 550.52%-538.6pp |
| Employer contribution / active EE | $775 | $3,319-76.6% | $2,690-71.2% | $4,662-83.4% |
| Participant deferral / active EE | $2,897 | $5,164-43.9% | $4,257-31.9% | $6,690-56.7% |
| Admin fee / account holder | $791 | $8,374-90.6% | $6,416-87.7% | $13,400-94.1% |