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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 | $19,450 | $169,356-88.5% | $129,406-85.0% | $145,897-86.7% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 13.41% | 14418.62%-14405.2pp | 9468.18%-9454.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $811 | $5,542-85.4% | $4,155-80.5% | $4,663-82.6% |
| Participant deferral / active EE | $3,499 | $4,987-29.8% | $4,167-16.0% | $6,689-47.7% |
| Admin fee / account holder | $458 | $9,915-95.4% | $7,689-94.0% | $13,390-96.6% |