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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 | $21,629 | $116,360-81.4% | $65,566-67.0% | $139,466-84.5% |
| Participation rate | 50.0% | 67.8%-17.8pp | 64.9%-14.9pp | 80.3%-30.3pp |
| Annual return | 20.96% | 31.23%-10.3pp | 47.40%-26.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $1,466 | $2,600-43.6% | $1,692-13.4% | $4,754-69.2% |
| Participant deferral / active EE | $3,939 | $4,242-7.2% | $2,832+39.1% | $6,712-41.3% |
| Admin fee / account holder | $392 | $6,701-94.2% | $4,114-90.5% | $11,409-96.6% |