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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 | $72,465-79.2% | $67,575-77.7% | $145,884-89.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 15.67% | 7222.56%-7206.9pp | 3528.98%-3513.3pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,420 | $3,074-53.8% | $2,736-48.1% | $4,662-69.5% |
| Participant deferral / active EE | $3,275 | $4,786-31.6% | $4,003-18.2% | $6,690-51.0% |
| Admin fee / account holder | $665 | $5,515-87.9% | $3,993-83.3% | $13,392-95.0% |