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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 | $13,392 | $96,691-86.2% | $86,656-84.5% | $139,487-90.4% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 14.74% | 106.87%-92.1pp | 593.09%-578.4pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,740 | $3,267-46.7% | $3,025-42.5% | $4,755-63.4% |
| Participant deferral / active EE | $958 | $4,838-80.2% | $4,439-78.4% | $6,713-85.7% |
| Admin fee / account holder | $462 | $6,414-92.8% | $5,619-91.8% | $11,407-95.9% |