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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 | $24,432 | $183,592-86.7% | $155,574-84.3% | $145,877-83.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 153.13% | 61.37%+91.8pp | 64.87%+88.3pp | 551.28%-398.2pp |
| Employer contribution / active EE | $1,385 | $5,317-73.9% | $4,676-70.4% | $4,663-70.3% |
| Participant deferral / active EE | $6,898 | $6,466+6.7% | $5,629+22.5% | $6,691+3.1% |
| Admin fee / account holder | $3,874 | $19,316-79.9% | $15,914-75.7% | $13,402-71.1% |