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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 | $10,844 | $88,754-87.8% | $81,820-86.7% | $145,877-92.6% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 12.60% | 1031.77%-1019.2pp | 777.93%-765.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,062 | $3,085-65.6% | $2,915-63.6% | $4,663-77.2% |
| Participant deferral / active EE | $2,222 | $4,648-52.2% | $4,323-48.6% | $6,691-66.8% |
| Admin fee / account holder | $559 | $8,424-93.4% | $7,391-92.4% | $13,402-95.8% |