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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 | $70,121-79.1% | $63,803-77.0% | $138,895-89.4% |
| Participation rate | 63.6% | 77.2%-13.6pp | 72.7%-9.1pp | 79.9%-16.3pp |
| Annual return | 16.90% | 946.48%-929.6pp | 543.72%-526.8pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,324 | $2,882-54.0% | $2,532-47.7% | $4,194-68.4% |
| Participant deferral / active EE | $3,497 | $4,535-22.9% | $3,843-9.0% | $6,396-45.3% |
| Admin fee / account holder | $5,884 | $6,738-12.7% | $5,196+13.2% | $12,562-53.2% |