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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 | $15,079 | $68,097-77.9% | $62,929-76.0% | $137,256-89.0% |
| Participation rate | 52.4% | 77.4%-25.1pp | 73.1%-20.7pp | 80.0%-27.6pp |
| Annual return | 14.27% | 1859.11%-1844.8pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $784 | $2,811-72.1% | $2,505-68.7% | $4,156-81.1% |
| Participant deferral / active EE | $1,284 | $4,553-71.8% | $3,888-67.0% | $6,407-80.0% |
| Admin fee / account holder | $2,270 | $6,521-65.2% | $5,065-55.2% | $12,270-81.5% |