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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 | $15,375 | $88,778-82.7% | $81,844-81.2% | $145,884-89.5% |
| Participation rate | 15.8% | 75.1%-59.3pp | 72.4%-56.6pp | 80.3%-64.5pp |
| Annual return | 14.96% | 1033.03%-1018.1pp | 778.87%-763.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,426 | $3,087-53.8% | $2,916-51.1% | $4,662-69.4% |
| Participant deferral / active EE | $1,595 | $4,648-65.7% | $4,323-63.1% | $6,690-76.2% |
| Admin fee / account holder | $12,412 | $8,430+47.2% | $7,355+68.7% | $13,392-7.3% |