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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 | $24,061 | $88,702-72.9% | $81,780-70.6% | $145,978-83.5% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.4%-3.6pp | 80.3%-11.5pp |
| Annual return | 18.32% | 1029.12%-1010.8pp | 776.27%-757.9pp | 550.52%-532.2pp |
| Employer contribution / active EE | $1,914 | $3,084-38.0% | $2,914-34.3% | $4,662-58.9% |
| Participant deferral / active EE | $2,123 | $4,645-54.3% | $4,321-50.9% | $6,690-68.3% |
| Admin fee / account holder | $501 | $8,414-94.0% | $7,384-93.2% | $13,400-96.3% |