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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 | $88,702-87.8% | $81,780-86.7% | $145,978-92.6% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 12.60% | 1029.12%-1016.5pp | 776.27%-763.7pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,062 | $3,084-65.6% | $2,914-63.6% | $4,662-77.2% |
| Participant deferral / active EE | $2,222 | $4,645-52.2% | $4,321-48.6% | $6,690-66.8% |
| Admin fee / account holder | $559 | $8,414-93.4% | $7,384-92.4% | $13,400-95.8% |