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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 | $19,787 | $138,114-85.7% | $125,391-84.2% | $134,545-85.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 1.42% | 750.88%-749.5pp | 572.41%-571.0pp | 418.37%-417.0pp |
| Employer contribution / active EE | $1,466 | $5,246-72.1% | $4,816-69.6% | $4,742-69.1% |
| Participant deferral / active EE | $3,317 | $7,801-57.5% | $7,448-55.5% | $6,401-48.2% |
| Admin fee / account holder | $4,133 | $11,570-64.3% | $10,009-58.7% | $11,431-63.8% |