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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 | $88,754-78.1% | $81,820-76.3% | $145,877-86.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.96% | 1031.77%-1018.8pp | 777.93%-765.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,191 | $3,085-29.0% | $2,915-24.8% | $4,663-53.0% |
| Participant deferral / active EE | $2,485 | $4,648-46.5% | $4,323-42.5% | $6,691-62.9% |
| Admin fee / account holder | $18,026 | $8,424+114.0% | $7,391+143.9% | $13,402+34.5% |