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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 | $19,626 | $90,530-78.3% | $76,030-74.2% | $145,897-86.5% |
| Participation rate | 38.1% | 74.4%-36.4pp | 69.1%-31.0pp | 80.3%-42.2pp |
| Annual return | 16.11% | 625.08%-609.0pp | 361.54%-345.4pp | 552.29%-536.2pp |
| Employer contribution / active EE | $605 | $3,319-81.8% | $2,688-77.5% | $4,663-87.0% |
| Participant deferral / active EE | $2,813 | $5,164-45.5% | $4,257-33.9% | $6,689-58.0% |
| Admin fee / account holder | $2,613 | $8,383-68.8% | $6,421-59.3% | $13,390-80.5% |