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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 | $90,397-82.0% | $76,002-78.6% | $145,959-88.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 8.54% | 621.97%-613.4pp | 360.07%-351.5pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,039 | $3,317-38.5% | $2,688-24.1% | $4,661-56.2% |
| Participant deferral / active EE | $4,088 | $5,163-20.8% | $4,257-4.0% | $6,689-38.9% |
| Admin fee / account holder | $736 | $8,369-91.2% | $6,414-88.5% | $13,398-94.5% |