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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 | $88,702-76.5% | $81,780-74.5% | $145,978-85.7% |
| Participation rate | 56.3% | 75.0%-18.8pp | 72.4%-16.1pp | 80.3%-24.0pp |
| Annual return | 17.33% | 1029.12%-1011.8pp | 776.27%-758.9pp | 550.52%-533.2pp |
| Employer contribution / active EE | $1,099 | $3,084-64.4% | $2,914-62.3% | $4,662-76.4% |
| Participant deferral / active EE | $2,951 | $4,645-36.5% | $4,321-31.7% | $6,690-55.9% |
| Admin fee / account holder | $320 | $8,414-96.2% | $7,384-95.7% | $13,400-97.6% |