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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 | $23,839 | $88,702-73.1% | $81,780-70.9% | $145,978-83.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 13.67% | 1029.12%-1015.5pp | 776.27%-762.6pp | 550.52%-536.9pp |
| Employer contribution / active EE | $860 | $3,084-72.1% | $2,914-70.5% | $4,662-81.6% |
| Participant deferral / active EE | $4,386 | $4,645-5.6% | $4,321+1.5% | $6,690-34.4% |
| Admin fee / account holder | $6,906 | $8,414-17.9% | $7,384-6.5% | $13,400-48.5% |