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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 | $24,056 | $100,938-76.2% | $90,461-73.4% | $158,982-84.9% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 8.49% | 1727.20%-1718.7pp | 1294.76%-1286.3pp | 302.99%-294.5pp |
| Employer contribution / active EE | $1,765 | $3,691-52.2% | $3,264-45.9% | $4,763-62.9% |
| Participant deferral / active EE | $3,423 | $4,350-21.3% | $3,964-13.7% | $5,983-42.8% |
| Admin fee / account holder | $5,522 | $6,510-15.2% | $5,617-1.7% | $11,252-50.9% |