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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 | $26,814 | $168,626-84.1% | $133,698-79.9% | $145,897-81.6% |
| Participation rate | 47.6% | 80.4%-32.8pp | 76.4%-28.8pp | 80.3%-32.7pp |
| Annual return | 10.48% | 1168.99%-1158.5pp | 580.90%-570.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,469 | $5,290-72.2% | $4,218-65.2% | $4,663-68.5% |
| Participant deferral / active EE | $4,700 | $8,688-45.9% | $7,016-33.0% | $6,689-29.7% |
| Admin fee / account holder | $8,870 | $9,638-8.0% | $6,703+32.3% | $13,390-33.8% |