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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 | $44,475 | $180,749-75.4% | $160,784-72.3% | $137,256-67.6% |
| Participation rate | 53.3% | 80.0%-26.6pp | 77.0%-23.6pp | 80.0%-26.6pp |
| Annual return | 14.14% | 2234.46%-2220.3pp | 1803.92%-1789.8pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,139 | $4,155-72.6% | $3,733-69.5% | $4,156-72.6% |
| Participant deferral / active EE | $4,976 | $6,844-27.3% | $6,293-20.9% | $6,407-22.3% |
| Admin fee / account holder | $898 | $10,397-91.4% | $9,717-90.8% | $12,270-92.7% |