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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 | $28,749 | $169,356-83.0% | $129,406-77.8% | $145,897-80.3% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 12.41% | 14418.62%-14406.2pp | 9468.18%-9455.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,047 | $5,542-81.1% | $4,155-74.8% | $4,663-77.6% |
| Participant deferral / active EE | $1,047 | $4,987-79.0% | $4,167-74.9% | $6,689-84.4% |
| Admin fee / account holder | $4,073 | $9,915-58.9% | $7,689-47.0% | $13,390-69.6% |