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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 | $17,230 | $88,702-80.6% | $81,780-78.9% | $145,978-88.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 9.69% | 1029.12%-1019.4pp | 776.27%-766.6pp | 550.52%-540.8pp |
| Employer contribution / active EE | $1,396 | $3,084-54.7% | $2,914-52.1% | $4,662-70.1% |
| Participant deferral / active EE | $1,847 | $4,645-60.2% | $4,321-57.3% | $6,690-72.4% |
| Admin fee / account holder | $10,241 | $8,414+21.7% | $7,384+38.7% | $13,400-23.6% |