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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 | $96,123-75.3% | $77,361-69.3% | $198,609-88.0% |
| Participation rate | 65.0% | 81.1%-16.1pp | 75.0%-10.0pp | 82.4%-17.4pp |
| Annual return | 24.07% | 2054.81%-2030.7pp | 1011.54%-987.5pp | 202.70%-178.6pp |
| Employer contribution / active EE | $3,478 | $3,791-8.3% | $2,990+16.3% | $5,055-31.2% |
| Participant deferral / active EE | $5,400 | $4,975+8.6% | $3,911+38.1% | $6,977-22.6% |
| Admin fee / account holder | $1,777 | $9,471-81.2% | $5,894-69.9% | $19,030-90.7% |