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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 | $10,834 | $76,634-85.9% | $56,054-80.7% | $145,978-92.6% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 11.14% | 3004.33%-2993.2pp | 1705.95%-1694.8pp | 550.52%-539.4pp |
| Employer contribution / active EE | $893 | $1,380-35.3% | $1,039-14.1% | $4,662-80.8% |
| Participant deferral / active EE | $1,482 | $2,622-43.5% | $1,952-24.1% | $6,690-77.8% |
| Admin fee / account holder | $1,920 | $3,321-42.2% | $2,822-32.0% | $13,400-85.7% |