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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 | $22,527 | $157,296-85.7% | $141,191-84.0% | $152,897-85.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 23.38% | 64.34%-41.0pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,228 | $5,262-76.7% | $4,736-74.1% | $4,764-74.2% |
| Participant deferral / active EE | $2,579 | $7,111-63.7% | $6,710-61.6% | $5,851-55.9% |
| Admin fee / account holder | $1,319 | $12,125-89.1% | $10,264-87.1% | $11,599-88.6% |