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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 | $15,044 | $72,403-79.2% | $67,524-77.7% | $145,978-89.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 15.67% | 7197.23%-7181.6pp | 3519.41%-3503.7pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,420 | $3,072-53.8% | $2,734-48.1% | $4,662-69.5% |
| Participant deferral / active EE | $3,275 | $4,782-31.5% | $4,001-18.1% | $6,690-51.0% |
| Admin fee / account holder | $665 | $5,541-88.0% | $4,001-83.4% | $13,400-95.0% |