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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 | $14,681 | $76,368-80.8% | $67,681-78.3% | $154,746-90.5% |
| Participation rate | 63.6% | 79.0%-15.3pp | 73.7%-10.1pp | 80.7%-17.1pp |
| Annual return | 16.90% | 1066.77%-1049.9pp | 590.58%-573.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,324 | $3,151-58.0% | $2,678-50.5% | $4,379-69.8% |
| Participant deferral / active EE | $3,497 | $4,824-27.5% | $3,976-12.0% | $6,730-48.0% |
| Admin fee / account holder | $5,884 | $8,559-31.3% | $6,100-3.5% | $14,365-59.0% |