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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 | $8,918 | $90,530-90.1% | $76,030-88.3% | $145,897-93.9% |
| Participation rate | 64.3% | 74.4%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 12.63% | 625.08%-612.5pp | 361.54%-348.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,291 | $3,319-61.1% | $2,688-52.0% | $4,663-72.3% |
| Participant deferral / active EE | $1,724 | $5,164-66.6% | $4,257-59.5% | $6,689-74.2% |
| Admin fee / account holder | $1,442 | $8,383-82.8% | $6,421-77.5% | $13,390-89.2% |