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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 | $16,792 | $76,522-78.1% | $56,033-70.0% | $145,884-88.5% |
| Participation rate | 36.8% | 63.2%-26.4pp | 52.5%-15.7pp | 80.3%-43.5pp |
| Annual return | 19.60% | 3014.28%-2994.7pp | 1711.38%-1691.8pp | 551.85%-532.2pp |
| Employer contribution / active EE | $1,283 | $1,382-7.2% | $1,041+23.2% | $4,662-72.5% |
| Participant deferral / active EE | $1,992 | $2,624-24.1% | $1,954+1.9% | $6,690-70.2% |
| Admin fee / account holder | $2,806 | $3,328-15.7% | $2,827-0.7% | $13,392-79.0% |