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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 | $88,815-93.7% | $81,882-93.2% | $145,897-96.2% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 9.60% | 1033.75%-1024.1pp | 779.47%-769.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,338 | $3,086-56.7% | $2,916-54.1% | $4,663-71.3% |
| Participant deferral / active EE | $1,362 | $4,647-70.7% | $4,323-68.5% | $6,689-79.6% |
| Admin fee / account holder | $714 | $8,434-91.5% | $7,360-90.3% | $13,390-94.7% |