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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 | $15,655 | $72,071-78.3% | $68,368-77.1% | $137,256-88.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.45% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,143 | $2,788-59.0% | $2,649-56.8% | $4,156-72.5% |
| Participant deferral / active EE | $1,503 | $4,410-65.9% | $4,123-63.5% | $6,407-76.5% |
| Admin fee / account holder | $2,743 | $5,336-48.6% | $5,150-46.7% | $12,270-77.6% |