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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 | $19,970 | $103,038-80.6% | $90,324-77.9% | $152,909-86.9% |
| Participation rate | 52.9% | 75.9%-22.9pp | 73.3%-20.3pp | 82.5%-29.5pp |
| Annual return | 13.23% | 95.25%-82.0pp | 78.15%-64.9pp | 345.46%-332.2pp |
| Employer contribution / active EE | $4,180 | $3,141+33.1% | $2,856+46.4% | $4,764-12.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,524 | $6,177-43.0% | $5,356-34.2% | $11,601-69.6% |