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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 | $28,734 | $176,688-83.7% | $130,660-78.0% | $152,909-81.2% |
| Participation rate | 55.6% | 79.0%-23.4pp | 71.7%-16.2pp | 82.5%-26.9pp |
| Annual return | 23.36% | 2693.08%-2669.7pp | 1709.29%-1685.9pp | 345.46%-322.1pp |
| Employer contribution / active EE | $772 | $5,743-86.6% | $4,092-81.1% | $4,764-83.8% |
| Participant deferral / active EE | $1,462 | $4,362-66.5% | $3,603-59.4% | $5,851-75.0% |
| Admin fee / account holder | $1,039 | $7,131-85.4% | $5,463-81.0% | $11,601-91.0% |