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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 | $19,062 | $88,778-78.5% | $81,844-76.7% | $145,884-86.9% |
| Participation rate | 45.5% | 75.1%-29.6pp | 72.4%-26.9pp | 80.3%-34.8pp |
| Annual return | 13.65% | 1033.03%-1019.4pp | 778.87%-765.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,054 | $3,087-65.8% | $2,916-63.8% | $4,662-77.4% |
| Participant deferral / active EE | $1,184 | $4,648-74.5% | $4,323-72.6% | $6,690-82.3% |
| Admin fee / account holder | $1,454 | $8,430-82.8% | $7,355-80.2% | $13,392-89.1% |