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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 | $28,628 | $109,967-74.0% | $97,197-70.5% | $145,877-80.4% |
| Participation rate | 60.0% | 76.0%-16.0pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 10.86% | 244.27%-233.4pp | 75.47%-64.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,749 | $3,077-43.1% | $2,723-35.8% | $4,663-62.5% |
| Participant deferral / active EE | $4,298 | $4,676-8.1% | $4,263+0.8% | $6,691-35.8% |
| Admin fee / account holder | $328 | $6,199-94.7% | $5,637-94.2% | $13,402-97.6% |