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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 | $9,685 | $72,426-86.6% | $67,560-85.7% | $145,897-93.4% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.3pp | 80.3%-13.6pp |
| Annual return | 10.69% | 7226.78%-7216.1pp | 3533.50%-3522.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,789 | $3,074-41.8% | $2,737-34.6% | $4,663-61.6% |
| Participant deferral / active EE | $5,422 | $4,785+13.3% | $4,004+35.4% | $6,689-18.9% |
| Admin fee / account holder | $7,026 | $5,514+27.4% | $3,994+75.9% | $13,390-47.5% |