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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 | $18,106 | $102,663-82.4% | $86,216-79.0% | $139,466-87.0% |
| Participation rate | 54.2% | 74.5%-20.3pp | 69.0%-14.8pp | 80.3%-26.2pp |
| Annual return | 27.24% | 1924.52%-1897.3pp | 1169.42%-1142.2pp | 373.66%-346.4pp |
| Employer contribution / active EE | $1,519 | $3,035-49.9% | $2,382-36.2% | $4,754-68.1% |
| Participant deferral / active EE | $3,770 | $4,677-19.4% | $3,986-5.4% | $6,712-43.8% |
| Admin fee / account holder | $1,676 | $8,663-80.7% | $6,853-75.5% | $11,409-85.3% |