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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 | $15,659 | $111,785-86.0% | $93,669-83.3% | $145,877-89.3% |
| Participation rate | 42.9% | 74.2%-31.4pp | 68.7%-25.9pp | 80.3%-37.4pp |
| Annual return | 12.20% | 203.79%-191.6pp | 133.59%-121.4pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,274 | $3,096-26.5% | $2,424-6.2% | $4,663-51.2% |
| Participant deferral / active EE | $4,175 | $4,919-15.1% | $4,416-5.5% | $6,691-37.6% |
| Admin fee / account holder | $6,883 | $10,256-32.9% | $8,291-17.0% | $13,402-48.6% |