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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 | $11,294 | $73,421-84.6% | $66,439-83.0% | $155,188-92.7% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 9.15% | 1382.37%-1373.2pp | 757.66%-748.5pp | 148.84%-139.7pp |
| Employer contribution / active EE | $1,489 | $3,039-51.0% | $2,637-43.5% | $4,248-65.0% |
| Participant deferral / active EE | $3,186 | $4,680-31.9% | $3,876-17.8% | $6,531-51.2% |
| Admin fee / account holder | $8,911 | $8,856+0.6% | $6,173+44.3% | $14,480-38.5% |