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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 | $23,795 | $100,911-76.4% | $90,440-73.7% | $158,966-85.0% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.7%-50.5pp | 82.0%-59.7pp |
| Annual return | 15.22% | 1726.62%-1711.4pp | 1294.38%-1279.2pp | 302.95%-287.7pp |
| Employer contribution / active EE | $704 | $3,690-80.9% | $3,263-78.4% | $4,762-85.2% |
| Participant deferral / active EE | $1,427 | $4,348-67.2% | $3,964-64.0% | $5,983-76.2% |
| Admin fee / account holder | $26,763 | $6,507+311.3% | $5,615+376.6% | $11,250+137.9% |