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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 | $22,139 | $88,702-75.0% | $81,780-72.9% | $145,978-84.8% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.4%-10.8pp | 80.3%-18.8pp |
| Annual return | 12.40% | 1029.12%-1016.7pp | 776.27%-763.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,187 | $3,084-61.5% | $2,914-59.3% | $4,662-74.5% |
| Participant deferral / active EE | $6,334 | $4,645+36.4% | $4,321+46.6% | $6,690-5.3% |
| Admin fee / account holder | $3,354 | $8,414-60.1% | $7,384-54.6% | $13,400-75.0% |