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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 | $21,706 | $107,941-79.9% | $91,994-76.4% | $152,897-85.8% |
| Participation rate | 58.3% | 81.2%-22.9pp | 78.6%-20.3pp | 82.5%-24.1pp |
| Annual return | 26.93% | 89.28%-62.3pp | 69.04%-42.1pp | 345.43%-318.5pp |
| Employer contribution / active EE | $824 | $4,212-80.4% | $3,453-76.1% | $4,764-82.7% |
| Participant deferral / active EE | $4,402 | $6,366-30.9% | $5,924-25.7% | $5,851-24.8% |
| Admin fee / account holder | $524 | $10,521-95.0% | $7,744-93.2% | $11,599-95.5% |