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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 | $26,969 | $149,040-81.9% | $120,225-77.6% | $137,256-80.4% |
| Participation rate | 53.3% | 75.4%-22.1pp | 69.6%-16.2pp | 80.0%-26.6pp |
| Annual return | 13.62% | 605.68%-592.1pp | 439.23%-425.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $888 | $4,350-79.6% | $3,475-74.5% | $4,156-78.6% |
| Participant deferral / active EE | $4,118 | $4,655-11.5% | $3,999+3.0% | $6,407-35.7% |
| Admin fee / account holder | $13,400 | $6,348+111.1% | $5,696+135.2% | $12,270+9.2% |