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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 | $15,080 | $88,815-83.0% | $81,882-81.6% | $145,897-89.7% |
| Participation rate | 53.3% | 75.1%-21.7pp | 72.4%-19.1pp | 80.3%-27.0pp |
| Annual return | 12.04% | 1033.75%-1021.7pp | 779.47%-767.4pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,524 | $3,086-50.6% | $2,916-47.7% | $4,663-67.3% |
| Participant deferral / active EE | $2,955 | $4,647-36.4% | $4,323-31.7% | $6,689-55.8% |
| Admin fee / account holder | $432 | $8,434-94.9% | $7,360-94.1% | $13,390-96.8% |