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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 | $88,702-83.0% | $81,780-81.6% | $145,978-89.7% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.4%-19.0pp | 80.3%-27.0pp |
| Annual return | 12.04% | 1029.12%-1017.1pp | 776.27%-764.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,524 | $3,084-50.6% | $2,914-47.7% | $4,662-67.3% |
| Participant deferral / active EE | $2,955 | $4,645-36.4% | $4,321-31.6% | $6,690-55.8% |
| Admin fee / account holder | $432 | $8,414-94.9% | $7,384-94.1% | $13,400-96.8% |