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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 | $24,512 | $88,702-72.4% | $81,780-70.0% | $145,978-83.2% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.4%-18.5pp | 80.3%-26.4pp |
| Annual return | 10.67% | 1029.12%-1018.5pp | 776.27%-765.6pp | 550.52%-539.8pp |
| Employer contribution / active EE | $2,778 | $3,084-9.9% | $2,914-4.7% | $4,662-40.4% |
| Participant deferral / active EE | $5,521 | $4,645+18.9% | $4,321+27.8% | $6,690-17.5% |
| Admin fee / account holder | $924 | $8,414-89.0% | $7,384-87.5% | $13,400-93.1% |