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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 | $20,839 | $88,754-76.5% | $81,820-74.5% | $145,877-85.7% |
| Participation rate | 56.3% | 75.1%-18.8pp | 72.4%-16.1pp | 80.3%-24.1pp |
| Annual return | 17.33% | 1031.77%-1014.4pp | 777.93%-760.6pp | 551.28%-533.9pp |
| Employer contribution / active EE | $1,099 | $3,085-64.4% | $2,915-62.3% | $4,663-76.4% |
| Participant deferral / active EE | $2,951 | $4,648-36.5% | $4,323-31.7% | $6,691-55.9% |
| Admin fee / account holder | $320 | $8,424-96.2% | $7,391-95.7% | $13,402-97.6% |