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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 | $23,785 | $76,368-68.9% | $67,681-64.9% | $154,746-84.6% |
| Participation rate | 65.0% | 79.0%-14.0pp | 73.7%-8.7pp | 80.7%-15.7pp |
| Annual return | 24.07% | 1066.77%-1042.7pp | 590.58%-566.5pp | 172.34%-148.3pp |
| Employer contribution / active EE | $3,478 | $3,151+10.4% | $2,678+29.9% | $4,379-20.6% |
| Participant deferral / active EE | $5,400 | $4,824+11.9% | $3,976+35.8% | $6,730-19.8% |
| Admin fee / account holder | $1,777 | $8,559-79.2% | $6,100-70.9% | $14,365-87.6% |