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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 | $23,184 | $100,911-77.0% | $90,440-74.4% | $158,966-85.4% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.1pp | 82.0%-18.3pp |
| Annual return | 19.64% | 1726.62%-1707.0pp | 1294.38%-1274.7pp | 302.95%-283.3pp |
| Employer contribution / active EE | $1,445 | $3,690-60.8% | $3,263-55.7% | $4,762-69.7% |
| Participant deferral / active EE | $3,305 | $4,348-24.0% | $3,964-16.6% | $5,983-44.8% |
| Admin fee / account holder | $1,676 | $6,507-74.2% | $5,615-70.1% | $11,250-85.1% |