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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 | $11,580 | $95,580-87.9% | $76,872-84.9% | $139,466-91.7% |
| Participation rate | 50.0% | 74.0%-24.0pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 19.68% | 55.00%-35.3pp | 37.90%-18.2pp | 373.66%-354.0pp |
| Employer contribution / active EE | $1,138 | $3,145-63.8% | $2,533-55.1% | $4,754-76.1% |
| Participant deferral / active EE | $2,425 | $4,623-47.5% | $3,832-36.7% | $6,712-63.9% |
| Admin fee / account holder | $2,310 | $8,302-72.2% | $5,476-57.8% | $11,409-79.8% |