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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 | $16,242 | $90,530-82.1% | $76,030-78.6% | $145,897-88.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 8.54% | 625.08%-616.5pp | 361.54%-353.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,039 | $3,319-38.6% | $2,688-24.1% | $4,663-56.3% |
| Participant deferral / active EE | $4,088 | $5,164-20.8% | $4,257-4.0% | $6,689-38.9% |
| Admin fee / account holder | $736 | $8,383-91.2% | $6,421-88.5% | $13,390-94.5% |