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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 | $5,564 | $88,754-93.7% | $81,820-93.2% | $145,877-96.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 9.60% | 1031.77%-1022.2pp | 777.93%-768.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,338 | $3,085-56.6% | $2,915-54.1% | $4,663-71.3% |
| Participant deferral / active EE | $1,362 | $4,648-70.7% | $4,323-68.5% | $6,691-79.6% |
| Admin fee / account holder | $714 | $8,424-91.5% | $7,391-90.3% | $13,402-94.7% |