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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 | $23,673 | $90,607-73.9% | $79,467-70.2% | $135,380-82.5% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 4.17% | 977.74%-973.6pp | 718.30%-714.1pp | 519.81%-515.6pp |
| Employer contribution / active EE | $1,186 | $3,068-61.3% | $2,800-57.6% | $4,779-75.2% |
| Participant deferral / active EE | $1,836 | $4,050-54.7% | $3,704-50.4% | $5,609-67.3% |
| Admin fee / account holder | $2,969 | $5,895-49.6% | $5,104-41.8% | $10,828-72.6% |