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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 | $25,146 | $73,546-65.8% | $63,018-60.1% | $147,586-83.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 9.44% | 175.56%-166.1pp | 87.62%-78.2pp | 578.59%-569.2pp |
| Employer contribution / active EE | $2,148 | $3,324-35.4% | $2,761-22.2% | $4,876-55.9% |
| Participant deferral / active EE | $5,483 | $4,185+31.0% | $3,330+64.7% | $5,439+0.8% |
| Admin fee / account holder | $15,110 | $5,956+153.7% | $3,601+319.6% | $10,886+38.8% |