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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 | $15,151 | $88,702-82.9% | $81,780-81.5% | $145,978-89.6% |
| Participation rate | 36.8% | 75.0%-38.2pp | 72.4%-35.5pp | 80.3%-43.5pp |
| Annual return | 20.25% | 1029.12%-1008.9pp | 776.27%-756.0pp | 550.52%-530.3pp |
| Employer contribution / active EE | $816 | $3,084-73.6% | $2,914-72.0% | $4,662-82.5% |
| Participant deferral / active EE | $2,424 | $4,645-47.8% | $4,321-43.9% | $6,690-63.8% |
| Admin fee / account holder | $1,142 | $8,414-86.4% | $7,384-84.5% | $13,400-91.5% |