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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 | $13,093 | $103,008-87.3% | $90,304-85.5% | $152,897-91.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 11.44% | 95.22%-83.8pp | 78.13%-66.7pp | 345.43%-334.0pp |
| Employer contribution / active EE | $1,297 | $3,139-58.7% | $2,855-54.6% | $4,764-72.8% |
| Participant deferral / active EE | $1,135 | $4,281-73.5% | $3,885-70.8% | $5,851-80.6% |
| Admin fee / account holder | $2,382 | $6,175-61.4% | $5,354-55.5% | $11,599-79.5% |