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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 | $12,667 | $70,366-82.0% | $66,674-81.0% | $138,895-90.9% |
| Participation rate | 60.9% | 76.2%-15.3pp | 73.7%-12.8pp | 79.9%-19.0pp |
| Annual return | 16.19% | 386.41%-370.2pp | 321.24%-305.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,296 | $2,765-53.1% | $2,620-50.5% | $4,194-69.1% |
| Participant deferral / active EE | $2,029 | $4,374-53.6% | $4,084-50.3% | $6,396-68.3% |
| Admin fee / account holder | $5,351 | $5,262+1.7% | $5,098+5.0% | $12,562-57.4% |