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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 | $15,481 | $72,426-78.6% | $67,560-77.1% | $145,897-89.4% |
| Participation rate | 64.3% | 76.9%-12.6pp | 72.9%-8.6pp | 80.3%-16.0pp |
| Annual return | 16.45% | 7226.78%-7210.3pp | 3533.50%-3517.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,535 | $3,074-50.1% | $2,737-43.9% | $4,663-67.1% |
| Participant deferral / active EE | $2,155 | $4,785-55.0% | $4,004-46.2% | $6,689-67.8% |
| Admin fee / account holder | $1,487 | $5,514-73.0% | $3,994-62.8% | $13,390-88.9% |