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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 | $88,702-81.7% | $81,780-80.2% | $145,978-88.9% |
| Participation rate | 64.3% | 75.0%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 12.68% | 1029.12%-1016.4pp | 776.27%-763.6pp | 550.52%-537.8pp |
| Employer contribution / active EE | $528 | $3,084-82.9% | $2,914-81.9% | $4,662-88.7% |
| Participant deferral / active EE | $674 | $4,645-85.5% | $4,321-84.4% | $6,690-89.9% |
| Admin fee / account holder | $2,874 | $8,414-65.8% | $7,384-61.1% | $13,400-78.6% |