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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 | $38,457 | $180,749-78.7% | $160,784-76.1% | $137,256-72.0% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 19.27% | 2234.46%-2215.2pp | 1803.92%-1784.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,800 | $4,155-32.6% | $3,733-25.0% | $4,156-32.6% |
| Participant deferral / active EE | $3,500 | $6,844-48.9% | $6,293-44.4% | $6,407-45.4% |
| Admin fee / account holder | $584 | $10,397-94.4% | $9,717-94.0% | $12,270-95.2% |