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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 | $4,236 | $88,754-95.2% | $81,820-94.8% | $145,877-97.1% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 12.94% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,338 | $3,085-56.6% | $2,915-54.1% | $4,663-71.3% |
| Participant deferral / active EE | $693 | $4,648-85.1% | $4,323-84.0% | $6,691-89.6% |
| Admin fee / account holder | $571 | $8,424-93.2% | $7,391-92.3% | $13,402-95.7% |