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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 | $17,943 | $73,546-75.6% | $63,018-71.5% | $147,586-87.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 26.82% | 175.56%-148.7pp | 87.62%-60.8pp | 578.59%-551.8pp |
| Employer contribution / active EE | $1,458 | $3,324-56.1% | $2,761-47.2% | $4,876-70.1% |
| Participant deferral / active EE | $2,209 | $4,185-47.2% | $3,330-33.6% | $5,439-59.4% |
| Admin fee / account holder | $1,038 | $5,956-82.6% | $3,601-71.2% | $10,886-90.5% |