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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 | $14,681 | $68,097-78.4% | $62,929-76.7% | $137,256-89.3% |
| Participation rate | 63.6% | 77.4%-13.8pp | 73.1%-9.5pp | 80.0%-16.3pp |
| Annual return | 16.90% | 1859.11%-1842.2pp | 1063.93%-1047.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,324 | $2,811-52.9% | $2,505-47.1% | $4,156-68.1% |
| Participant deferral / active EE | $3,497 | $4,553-23.2% | $3,888-10.1% | $6,407-45.4% |
| Admin fee / account holder | $5,884 | $6,521-9.8% | $5,065+16.2% | $12,270-52.0% |