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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 | $47,596 | $180,749-73.7% | $160,784-70.4% | $137,256-65.3% |
| Participation rate | 58.3% | 80.0%-21.6pp | 77.0%-18.6pp | 80.0%-21.6pp |
| Annual return | 14.02% | 2234.46%-2220.4pp | 1803.92%-1789.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,513 | $4,155-63.6% | $3,733-59.5% | $4,156-63.6% |
| Participant deferral / active EE | $3,068 | $6,844-55.2% | $6,293-51.2% | $6,407-52.1% |
| Admin fee / account holder | $397 | $10,397-96.2% | $9,717-95.9% | $12,270-96.8% |