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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 | $9,106 | $109,904-91.7% | $97,167-90.6% | $145,959-93.8% |
| Participation rate | 30.0% | 75.9%-45.9pp | 72.7%-42.7pp | 80.3%-50.3pp |
| Annual return | 16.89% | 243.43%-226.5pp | 75.27%-58.4pp | 561.95%-545.1pp |
| Employer contribution / active EE | $1,028 | $3,084-66.7% | $2,729-62.3% | $4,661-78.0% |
| Participant deferral / active EE | $1,069 | $4,676-77.1% | $4,264-74.9% | $6,689-84.0% |
| Admin fee / account holder | $578 | $6,216-90.7% | $5,650-89.8% | $13,398-95.7% |