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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 | $10,975 | $88,754-87.6% | $81,820-86.6% | $145,877-92.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 26.56% | 1031.77%-1005.2pp | 777.93%-751.4pp | 551.28%-524.7pp |
| Employer contribution / active EE | $2,624 | $3,085-14.9% | $2,915-10.0% | $4,663-43.7% |
| Participant deferral / active EE | $3,273 | $4,648-29.6% | $4,323-24.3% | $6,691-51.1% |
| Admin fee / account holder | $4,035 | $8,424-52.1% | $7,391-45.4% | $13,402-69.9% |