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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 | $18,608 | $109,411-83.0% | $89,435-79.2% | $158,982-88.3% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.7pp | 82.0%-23.6pp |
| Annual return | 7.14% | 345.68%-338.5pp | 245.55%-238.4pp | 302.99%-295.9pp |
| Employer contribution / active EE | $1,033 | $3,173-67.5% | $2,587-60.1% | $4,763-78.3% |
| Participant deferral / active EE | $1,917 | $4,600-58.3% | $3,890-50.7% | $5,983-68.0% |
| Admin fee / account holder | $4,316 | $6,159-29.9% | $4,884-11.6% | $11,252-61.6% |