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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 | $17,284 | $100,203-82.8% | $85,240-79.7% | $145,897-88.2% |
| Participation rate | 63.2% | 74.1%-10.9pp | 67.5%-4.4pp | 80.3%-17.1pp |
| Annual return | 9.33% | 84.28%-75.0pp | 66.75%-57.4pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,429 | $3,242-55.9% | $2,735-47.7% | $4,663-69.3% |
| Participant deferral / active EE | $4,022 | $5,299-24.1% | $4,527-11.2% | $6,689-39.9% |
| Admin fee / account holder | $3,447 | $7,265-52.6% | $6,165-44.1% | $13,390-74.3% |