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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 | $23,388 | $111,785-79.1% | $93,669-75.0% | $145,877-84.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.22% | 203.79%-191.6pp | 133.59%-121.4pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,542 | $3,096-17.9% | $2,424+4.9% | $4,663-45.5% |
| Participant deferral / active EE | $10,201 | $4,919+107.4% | $4,416+131.0% | $6,691+52.5% |
| Admin fee / account holder | $2,658 | $10,256-74.1% | $8,291-67.9% | $13,402-80.2% |