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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 | $74,087 | $169,356-56.3% | $129,406-42.7% | $145,897-49.2% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 12.26% | 14418.62%-14406.4pp | 9468.18%-9455.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,112 | $5,542-79.9% | $4,155-73.2% | $4,663-76.2% |
| Participant deferral / active EE | $3,428 | $4,987-31.3% | $4,167-17.7% | $6,689-48.8% |
| Admin fee / account holder | $1,071 | $9,915-89.2% | $7,689-86.1% | $13,390-92.0% |