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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 | $10,133 | $90,691-88.8% | $76,119-86.7% | $145,884-93.1% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.1%-23.6pp | 80.3%-34.8pp |
| Annual return | 9.50% | 624.52%-615.0pp | 361.25%-351.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,028 | $3,329-69.1% | $2,693-61.8% | $4,662-78.0% |
| Participant deferral / active EE | $1,438 | $5,167-72.2% | $4,259-66.2% | $6,690-78.5% |
| Admin fee / account holder | $381 | $8,383-95.5% | $6,421-94.1% | $13,392-97.2% |