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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 | $169,336-83.0% | $129,384-77.8% | $145,884-80.3% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 12.41% | 14408.70%-14396.3pp | 9461.77%-9449.4pp | 551.85%-539.4pp |
| Employer contribution / active EE | $1,047 | $5,540-81.1% | $4,153-74.8% | $4,662-77.6% |
| Participant deferral / active EE | $1,047 | $4,985-79.0% | $4,166-74.9% | $6,690-84.4% |
| Admin fee / account holder | $4,073 | $9,912-58.9% | $7,686-47.0% | $13,392-69.6% |