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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 | $16,737 | $88,702-81.1% | $81,780-79.5% | $145,978-88.5% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 12.35% | 1029.12%-1016.8pp | 776.27%-763.9pp | 550.52%-538.2pp |
| Employer contribution / active EE | $9,025 | $3,084+192.6% | $2,914+209.7% | $4,662+93.6% |
| Participant deferral / active EE | $3,152 | $4,645-32.1% | $4,321-27.0% | $6,690-52.9% |
| Admin fee / account holder | $6,611 | $8,414-21.4% | $7,384-10.5% | $13,400-50.7% |