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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 | $15,364 | $99,011-84.5% | $86,582-82.3% | $147,586-89.6% |
| Participation rate | 57.1% | 76.3%-19.2pp | 73.5%-16.4pp | 82.8%-25.7pp |
| Annual return | 12.81% | 1312.75%-1299.9pp | 965.08%-952.3pp | 578.59%-565.8pp |
| Employer contribution / active EE | $292 | $3,132-90.7% | $2,839-89.7% | $4,876-94.0% |
| Participant deferral / active EE | $2,060 | $3,972-48.1% | $3,609-42.9% | $5,439-62.1% |
| Admin fee / account holder | $3,344 | $5,709-41.4% | $4,904-31.8% | $10,886-69.3% |