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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 | $68,097-65.1% | $62,929-62.2% | $137,256-82.7% |
| Participation rate | 65.0% | 77.4%-12.4pp | 73.1%-8.1pp | 80.0%-15.0pp |
| Annual return | 24.07% | 1859.11%-1835.0pp | 1063.93%-1039.9pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,478 | $2,811+23.7% | $2,505+38.9% | $4,156-16.3% |
| Participant deferral / active EE | $5,400 | $4,553+18.6% | $3,888+38.9% | $6,407-15.7% |
| Admin fee / account holder | $1,777 | $6,521-72.8% | $5,065-64.9% | $12,270-85.5% |