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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 | $57,744 | $180,749-68.1% | $160,784-64.1% | $137,256-57.9% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 20.95% | 2234.46%-2213.5pp | 1803.92%-1783.0pp | 220.34%-199.4pp |
| Employer contribution / active EE | $1,774 | $4,155-57.3% | $3,733-52.5% | $4,156-57.3% |
| Participant deferral / active EE | $3,024 | $6,844-55.8% | $6,293-52.0% | $6,407-52.8% |
| Admin fee / account holder | $2,720 | $10,397-73.8% | $9,717-72.0% | $12,270-77.8% |