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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 | $6,316 | $88,815-92.9% | $81,882-92.3% | $145,897-95.7% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.8pp |
| Annual return | 11.54% | 1033.75%-1022.2pp | 779.47%-767.9pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,233 | $3,086-60.0% | $2,916-57.7% | $4,663-73.5% |
| Participant deferral / active EE | $2,097 | $4,647-54.9% | $4,323-51.5% | $6,689-68.7% |
| Admin fee / account holder | $12,793 | $8,434+51.7% | $7,360+73.8% | $13,390-4.5% |