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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 | $24,515 | $103,000-76.2% | $90,300-72.9% | $152,885-84.0% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.5%-24.1pp |
| Annual return | 22.49% | 95.19%-72.7pp | 78.11%-55.6pp | 345.39%-322.9pp |
| Employer contribution / active EE | $1,044 | $3,138-66.7% | $2,854-63.4% | $4,763-78.1% |
| Participant deferral / active EE | $1,990 | $4,281-53.5% | $3,884-48.8% | $5,851-66.0% |
| Admin fee / account holder | $2,761 | $6,173-55.3% | $5,353-48.4% | $11,598-76.2% |