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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 | $7,931 | $88,815-91.1% | $81,882-90.3% | $145,897-94.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 10.62% | 1033.75%-1023.1pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $720 | $3,086-76.7% | $2,916-75.3% | $4,663-84.6% |
| Participant deferral / active EE | $786 | $4,647-83.1% | $4,323-81.8% | $6,689-88.3% |
| Admin fee / account holder | $3,418 | $8,434-59.5% | $7,360-53.6% | $13,390-74.5% |