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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 | $27,738 | $166,242-83.3% | $165,071-83.2% | $145,884-81.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 11.41% | 100.44%-89.0pp | 70.17%-58.8pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,731 | $5,283-67.2% | $4,347-60.2% | $4,662-62.9% |
| Participant deferral / active EE | $3,537 | $6,964-49.2% | $6,035-41.4% | $6,690-47.1% |
| Admin fee / account holder | $791 | $16,658-95.3% | $12,695-93.8% | $13,392-94.1% |