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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 | $14,528 | $90,489-83.9% | $76,051-80.9% | $145,978-90.0% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.1%-4.4pp | 80.3%-15.6pp |
| Annual return | 10.51% | 622.78%-612.3pp | 360.42%-349.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $2,438 | $3,319-26.5% | $2,690-9.3% | $4,662-47.7% |
| Participant deferral / active EE | $3,675 | $5,164-28.8% | $4,257-13.7% | $6,690-45.1% |
| Admin fee / account holder | $2,863 | $8,374-65.8% | $6,416-55.4% | $13,400-78.6% |