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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 | $14,866 | $73,518-79.8% | $63,005-76.4% | $147,585-89.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.8%-12.3pp | 82.8%-20.3pp |
| Annual return | 17.74% | 175.46%-157.7pp | 87.59%-69.8pp | 578.58%-560.8pp |
| Employer contribution / active EE | $1,149 | $3,322-65.4% | $2,760-58.4% | $4,876-76.4% |
| Participant deferral / active EE | $1,297 | $4,183-69.0% | $3,329-61.1% | $5,439-76.2% |
| Admin fee / account holder | $649 | $5,952-89.1% | $3,599-82.0% | $10,886-94.0% |