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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 | $20,386 | $175,257-88.4% | $149,717-86.4% | $139,456-85.4% |
| Participation rate | 63.6% | 83.4%-19.8pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 14.13% | 166.70%-152.6pp | 134.41%-120.3pp | 373.45%-359.3pp |
| Employer contribution / active EE | $1,335 | $5,477-75.6% | $4,820-72.3% | $4,753-71.9% |
| Participant deferral / active EE | $3,143 | $6,521-51.8% | $5,682-44.7% | $6,711-53.2% |
| Admin fee / account holder | $13,213 | $16,156-18.2% | $13,2130% | $11,407+15.8% |