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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 | $88,815-87.6% | $81,882-86.6% | $145,897-92.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 26.56% | 1033.75%-1007.2pp | 779.47%-752.9pp | 552.29%-525.7pp |
| Employer contribution / active EE | $2,624 | $3,086-15.0% | $2,916-10.0% | $4,663-43.7% |
| Participant deferral / active EE | $3,273 | $4,647-29.6% | $4,323-24.3% | $6,689-51.1% |
| Admin fee / account holder | $4,035 | $8,434-52.2% | $7,360-45.2% | $13,390-69.9% |