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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 | $16,994 | $111,830-84.8% | $93,696-81.9% | $145,884-88.4% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-22.0pp |
| Annual return | 14.04% | 204.08%-190.0pp | 133.74%-119.7pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,039 | $3,093-34.1% | $2,422-15.8% | $4,662-56.3% |
| Participant deferral / active EE | $3,137 | $4,920-36.2% | $4,417-29.0% | $6,690-53.1% |
| Admin fee / account holder | $1,115 | $10,249-89.1% | $8,287-86.5% | $13,392-91.7% |