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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 | $12,206 | $88,778-86.3% | $81,844-85.1% | $145,884-91.6% |
| Participation rate | 65.2% | 75.1%-9.9pp | 72.4%-7.2pp | 80.3%-15.1pp |
| Annual return | 13.82% | 1033.03%-1019.2pp | 778.87%-765.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,285 | $3,087-58.4% | $2,916-55.9% | $4,662-72.4% |
| Participant deferral / active EE | $2,689 | $4,648-42.2% | $4,323-37.8% | $6,690-59.8% |
| Admin fee / account holder | $6,265 | $8,430-25.7% | $7,355-14.8% | $13,392-53.2% |