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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 | $18,246 | $49,164-62.9% | $121,169-84.9% | $75,181-75.7% |
| Participation rate | 52.5% | 55.4%-2.9pp | 69.5%-17.0pp | 67.2%-14.7pp |
| Annual return | 19.46% | 56.03%-36.6pp | 986.71%-967.3pp | 160.69%-141.2pp |
| Employer contribution / active EE | $1,167 | $1,546-24.5% | $4,168-72.0% | $2,671-56.3% |
| Participant deferral / active EE | $1,668 | $2,628-36.5% | $4,083-59.1% | $4,126-59.6% |
| Admin fee / account holder | $1,687 | $3,942-57.2% | $5,645-70.1% | $5,650-70.1% |