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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 | $18,343 | $103,008-82.2% | $90,304-79.7% | $152,897-88.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 13.22% | 95.22%-82.0pp | 78.13%-64.9pp | 345.43%-332.2pp |
| Employer contribution / active EE | $2,686 | $3,139-14.4% | $2,855-5.9% | $4,764-43.6% |
| Participant deferral / active EE | $3,767 | $4,281-12.0% | $3,885-3.0% | $5,851-35.6% |
| Admin fee / account holder | $104,654 | $6,175+1594.9% | $5,354+1854.7% | $11,599+802.2% |