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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 | $88,754-72.2% | $81,820-69.9% | $145,877-83.1% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 12.59% | 1031.77%-1019.2pp | 777.93%-765.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,094 | $3,085-64.5% | $2,915-62.5% | $4,663-76.5% |
| Participant deferral / active EE | $2,540 | $4,648-45.4% | $4,323-41.3% | $6,691-62.0% |
| Admin fee / account holder | $3,117 | $8,424-63.0% | $7,391-57.8% | $13,402-76.7% |