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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 | $111,830-79.1% | $93,696-75.0% | $145,884-84.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 12.22% | 204.08%-191.9pp | 133.74%-121.5pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,542 | $3,093-17.8% | $2,422+5.0% | $4,662-45.5% |
| Participant deferral / active EE | $10,201 | $4,920+107.3% | $4,417+131.0% | $6,690+52.5% |
| Admin fee / account holder | $2,658 | $10,249-74.1% | $8,287-67.9% | $13,392-80.2% |