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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 | $21,754 | $169,361-87.2% | $129,397-83.2% | $145,877-85.1% |
| Participation rate | 41.2% | 76.5%-35.3pp | 69.6%-28.4pp | 80.3%-39.1pp |
| Annual return | 17.76% | 14395.54%-14377.8pp | 9453.98%-9436.2pp | 551.28%-533.5pp |
| Employer contribution / active EE | $990 | $5,542-82.1% | $4,154-76.2% | $4,663-78.8% |
| Participant deferral / active EE | $3,302 | $4,987-33.8% | $4,167-20.8% | $6,691-50.7% |
| Admin fee / account holder | $551 | $9,903-94.4% | $7,679-92.8% | $13,402-95.9% |