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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 | $18,858 | $85,171-77.9% | $172,753-89.1% | $72,976-74.2% |
| Participation rate | 64.5% | 70.1%-5.6pp | 82.6%-18.2pp | 69.5%-5.0pp |
| Annual return | 22.24% | 27.32%-5.1pp | 803.00%-780.8pp | 81.02%-58.8pp |
| Employer contribution / active EE | $1,090 | $3,324-67.2% | $5,144-78.8% | $2,440-55.3% |
| Participant deferral / active EE | $2,617 | $3,260-19.7% | $5,198-49.6% | $3,608-27.5% |
| Admin fee / account holder | $2,523 | $5,880-57.1% | $13,956-81.9% | $5,124-50.8% |