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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 | $15,146 | $96,388-84.3% | $80,627-81.2% | $139,466-89.1% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 20.42% | 1352.08%-1331.7pp | 936.76%-916.3pp | 373.66%-353.2pp |
| Employer contribution / active EE | $2,472 | $3,260-24.2% | $2,723-9.2% | $4,754-48.0% |
| Participant deferral / active EE | $4,759 | $5,224-8.9% | $4,443+7.1% | $6,712-29.1% |
| Admin fee / account holder | $2,448 | $6,603-62.9% | $5,381-54.5% | $11,409-78.5% |