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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 | $27,560 | $169,356-83.7% | $129,406-78.7% | $145,897-81.1% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 17.84% | 14418.62%-14400.8pp | 9468.18%-9450.3pp | 552.29%-534.4pp |
| Employer contribution / active EE | $1,119 | $5,542-79.8% | $4,155-73.1% | $4,663-76.0% |
| Participant deferral / active EE | $1,658 | $4,987-66.8% | $4,167-60.2% | $6,689-75.2% |
| Admin fee / account holder | $4,812 | $9,915-51.5% | $7,689-37.4% | $13,390-64.1% |