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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 | $6,792 | $88,778-92.3% | $81,844-91.7% | $145,884-95.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.12% | 1033.03%-1020.9pp | 778.87%-766.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $529 | $3,087-82.9% | $2,916-81.9% | $4,662-88.7% |
| Participant deferral / active EE | $681 | $4,648-85.3% | $4,323-84.2% | $6,690-89.8% |
| Admin fee / account holder | $2,154 | $8,430-74.4% | $7,355-70.7% | $13,392-83.9% |