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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 | $15,731 | $169,336-90.7% | $129,384-87.8% | $145,884-89.2% |
| Participation rate | 47.6% | 76.5%-28.9pp | 69.6%-22.0pp | 80.3%-32.7pp |
| Annual return | 14.37% | 14408.70%-14394.3pp | 9461.77%-9447.4pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,258 | $5,540-77.3% | $4,153-69.7% | $4,662-73.0% |
| Participant deferral / active EE | $3,805 | $4,985-23.7% | $4,166-8.7% | $6,690-43.1% |
| Admin fee / account holder | $1,121 | $9,912-88.7% | $7,686-85.4% | $13,392-91.6% |