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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 | $23,511 | $88,754-73.5% | $81,820-71.3% | $145,877-83.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 15.25% | 1031.77%-1016.5pp | 777.93%-762.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $4,961 | $3,085+60.8% | $2,915+70.2% | $4,663+6.4% |
| Participant deferral / active EE | $3,745 | $4,648-19.4% | $4,323-13.4% | $6,691-44.0% |
| Admin fee / account holder | $2,315 | $8,424-72.5% | $7,391-68.7% | $13,402-82.7% |