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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 | $20,675 | $106,923-80.7% | $84,023-75.4% | $152,909-86.5% |
| Participation rate | 47.6% | 75.3%-27.6pp | 69.0%-21.4pp | 82.5%-34.8pp |
| Annual return | 24.84% | 105.02%-80.2pp | 71.32%-46.5pp | 345.46%-320.6pp |
| Employer contribution / active EE | $745 | $2,735-72.8% | $1,984-62.4% | $4,764-84.4% |
| Participant deferral / active EE | $2,084 | $4,013-48.1% | $3,239-35.7% | $5,851-64.4% |
| Admin fee / account holder | $365 | $8,289-95.6% | $6,102-94.0% | $11,601-96.9% |