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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 | $23,879 | $129,737-81.6% | $119,126-80.0% | $154,746-84.6% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 22.70% | 379.08%-356.4pp | 282.11%-259.4pp | 172.34%-149.6pp |
| Employer contribution / active EE | $1,550 | $4,375-64.6% | $4,034-61.6% | $4,379-64.6% |
| Participant deferral / active EE | $2,113 | $5,842-63.8% | $5,318-60.3% | $6,730-68.6% |
| Admin fee / account holder | $7,288 | $11,961-39.1% | $10,693-31.8% | $14,365-49.3% |