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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 | $21,855 | $85,171-74.3% | $172,753-87.3% | $72,976-70.1% |
| Participation rate | 66.3% | 70.1%-3.8pp | 82.6%-16.4pp | 69.5%-3.2pp |
| Annual return | 24.19% | 27.32%-3.1pp | 803.00%-778.8pp | 81.02%-56.8pp |
| Employer contribution / active EE | $747 | $3,324-77.5% | $5,144-85.5% | $2,440-69.4% |
| Participant deferral / active EE | $2,145 | $3,260-34.2% | $5,198-58.7% | $3,608-40.5% |
| Admin fee / account holder | $319 | $5,880-94.6% | $13,956-97.7% | $5,124-93.8% |