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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 | $22,001 | $165,939-86.7% | $122,354-82.0% | $147,586-85.1% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 19.97% | 34.56%-14.6pp | 30.28%-10.3pp | 578.59%-558.6pp |
| Employer contribution / active EE | $789 | $5,754-86.3% | $4,051-80.5% | $4,876-83.8% |
| Participant deferral / active EE | $2,431 | $4,005-39.3% | $3,287-26.1% | $5,439-55.3% |
| Admin fee / account holder | $2,927 | $7,425-60.6% | $5,479-46.6% | $10,886-73.1% |