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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 | $16,616 | $169,336-90.2% | $129,384-87.2% | $145,884-88.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 13.06% | 14408.70%-14395.6pp | 9461.77%-9448.7pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,809 | $5,540-49.3% | $4,153-32.4% | $4,662-39.8% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $368 | $9,912-96.3% | $7,686-95.2% | $13,392-97.3% |