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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 | $24,642 | $88,815-72.3% | $81,882-69.9% | $145,897-83.1% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 12.59% | 1033.75%-1021.2pp | 779.47%-766.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,094 | $3,086-64.5% | $2,916-62.5% | $4,663-76.5% |
| Participant deferral / active EE | $2,540 | $4,647-45.4% | $4,323-41.3% | $6,689-62.0% |
| Admin fee / account holder | $3,117 | $8,434-63.0% | $7,360-57.7% | $13,390-76.7% |