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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 | $17,284 | $88,710-80.5% | $81,783-78.9% | $145,959-88.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 14.12% | 1027.26%-1013.1pp | 775.05%-760.9pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,480 | $3,083-52.0% | $2,913-49.2% | $4,661-68.3% |
| Participant deferral / active EE | $2,906 | $4,645-37.4% | $4,320-32.7% | $6,689-56.6% |
| Admin fee / account holder | $7,196 | $8,407-14.4% | $7,380-2.5% | $13,398-46.3% |