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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 | $16,221 | $88,815-81.7% | $81,882-80.2% | $145,897-88.9% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 12.68% | 1033.75%-1021.1pp | 779.47%-766.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $528 | $3,086-82.9% | $2,916-81.9% | $4,663-88.7% |
| Participant deferral / active EE | $674 | $4,647-85.5% | $4,323-84.4% | $6,689-89.9% |
| Admin fee / account holder | $2,874 | $8,434-65.9% | $7,360-60.9% | $13,390-78.5% |