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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 | $26,740 | $88,778-69.9% | $81,844-67.3% | $145,884-81.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.44% | 1033.03%-1021.6pp | 778.87%-767.4pp | 551.85%-540.4pp |
| Employer contribution / active EE | $585 | $3,087-81.0% | $2,916-79.9% | $4,662-87.4% |
| Participant deferral / active EE | $3,992 | $4,648-14.1% | $4,323-7.7% | $6,690-40.3% |
| Admin fee / account holder | $3,357 | $8,430-60.2% | $7,355-54.4% | $13,392-74.9% |