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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 | $88,815-80.5% | $81,882-78.9% | $145,897-88.2% |
| Participation rate | 46.7% | 75.1%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 14.12% | 1033.75%-1019.6pp | 779.47%-765.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,480 | $3,086-52.1% | $2,916-49.3% | $4,663-68.3% |
| Participant deferral / active EE | $2,906 | $4,647-37.5% | $4,323-32.8% | $6,689-56.6% |
| Admin fee / account holder | $7,196 | $8,434-14.7% | $7,360-2.2% | $13,390-46.3% |