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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 | $24,687 | $180,749-86.3% | $160,784-84.6% | $137,256-82.0% |
| Participation rate | 52.6% | 80.0%-27.3pp | 77.0%-24.3pp | 80.0%-27.3pp |
| Annual return | 16.99% | 2234.46%-2217.5pp | 1803.92%-1786.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,501 | $4,155-63.9% | $3,733-59.8% | $4,156-63.9% |
| Participant deferral / active EE | $2,327 | $6,844-66.0% | $6,293-63.0% | $6,407-63.7% |
| Admin fee / account holder | $2,443 | $10,397-76.5% | $9,717-74.9% | $12,270-80.1% |