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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 | $12,033 | $88,815-86.5% | $81,882-85.3% | $145,897-91.8% |
| Participation rate | 30.8% | 75.1%-44.3pp | 72.4%-41.6pp | 80.3%-49.5pp |
| Annual return | 14.39% | 1033.75%-1019.4pp | 779.47%-765.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $680 | $3,086-78.0% | $2,916-76.7% | $4,663-85.4% |
| Participant deferral / active EE | $983 | $4,647-78.8% | $4,323-77.3% | $6,689-85.3% |
| Admin fee / account holder | $1,631 | $8,434-80.7% | $7,360-77.8% | $13,390-87.8% |