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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 | $25,179 | $180,749-86.1% | $160,784-84.3% | $137,256-81.7% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.0%-14.5pp | 80.0%-17.5pp |
| Annual return | 21.70% | 2234.46%-2212.8pp | 1803.92%-1782.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,664 | $4,155-60.0% | $3,733-55.4% | $4,156-60.0% |
| Participant deferral / active EE | $3,763 | $6,844-45.0% | $6,293-40.2% | $6,407-41.3% |
| Admin fee / account holder | $7,590 | $10,397-27.0% | $9,717-21.9% | $12,270-38.1% |