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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 | $10,653 | $111,535-90.4% | $105,223-89.9% | $137,256-92.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 45.18% | 237.85%-192.7pp | 180.65%-135.5pp | 220.34%-175.2pp |
| Employer contribution / active EE | $2,409 | $3,939-38.9% | $3,689-34.7% | $4,156-42.0% |
| Participant deferral / active EE | $1,541 | $5,500-72.0% | $5,072-69.6% | $6,407-76.0% |
| Admin fee / account holder | $405 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |