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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 | $14,323 | $90,691-84.2% | $76,119-81.2% | $145,884-90.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 18.38% | 624.52%-606.1pp | 361.25%-342.9pp | 551.85%-533.5pp |
| Employer contribution / active EE | $1,112 | $3,329-66.6% | $2,693-58.7% | $4,662-76.2% |
| Participant deferral / active EE | $1,650 | $5,167-68.1% | $4,259-61.3% | $6,690-75.3% |
| Admin fee / account holder | $358 | $8,383-95.7% | $6,421-94.4% | $13,392-97.3% |