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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 | $26,372 | $73,421-64.1% | $66,439-60.3% | $155,188-83.0% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 8.98% | 1382.37%-1373.4pp | 757.66%-748.7pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,627 | $3,039-46.4% | $2,637-38.3% | $4,248-61.7% |
| Participant deferral / active EE | $8,097 | $4,680+73.0% | $3,876+108.9% | $6,531+24.0% |
| Admin fee / account holder | $13,382 | $8,856+51.1% | $6,173+116.8% | $14,480-7.6% |