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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 | $19,412 | $88,815-78.1% | $81,882-76.3% | $145,897-86.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.96% | 1033.75%-1020.8pp | 779.47%-766.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,191 | $3,086-29.0% | $2,916-24.9% | $4,663-53.0% |
| Participant deferral / active EE | $2,485 | $4,647-46.5% | $4,323-42.5% | $6,689-62.9% |
| Admin fee / account holder | $18,026 | $8,434+113.7% | $7,360+144.9% | $13,390+34.6% |