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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 | $88,702-80.5% | $81,780-78.9% | $145,978-88.2% |
| Participation rate | 46.7% | 75.0%-28.4pp | 72.4%-25.7pp | 80.3%-33.6pp |
| Annual return | 14.12% | 1029.12%-1015.0pp | 776.27%-762.1pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,480 | $3,084-52.0% | $2,914-49.2% | $4,662-68.3% |
| Participant deferral / active EE | $2,906 | $4,645-37.4% | $4,321-32.7% | $6,690-56.6% |
| Admin fee / account holder | $7,196 | $8,414-14.5% | $7,384-2.5% | $13,400-46.3% |