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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 | $10,540 | $88,815-88.1% | $81,882-87.1% | $145,897-92.8% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 11.06% | 1033.75%-1022.7pp | 779.47%-768.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $670 | $3,086-78.3% | $2,916-77.0% | $4,663-85.6% |
| Participant deferral / active EE | $1,499 | $4,647-67.7% | $4,323-65.3% | $6,689-77.6% |
| Admin fee / account holder | $9,048 | $8,434+7.3% | $7,360+22.9% | $13,390-32.4% |