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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 | $19,843 | $159,934-87.6% | $147,005-86.5% | $145,959-86.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.87% | 98.24%-83.4pp | 418.76%-403.9pp | 561.95%-547.1pp |
| Employer contribution / active EE | $1,542 | $5,287-70.8% | $4,934-68.7% | $4,661-66.9% |
| Participant deferral / active EE | $4,184 | $8,427-50.4% | $8,070-48.2% | $6,689-37.4% |
| Admin fee / account holder | $606 | $15,053-96.0% | $13,006-95.3% | $13,398-95.5% |