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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 | $111,535-78.6% | $105,223-77.3% | $137,256-82.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 22.70% | 237.85%-215.2pp | 180.65%-158.0pp | 220.34%-197.6pp |
| Employer contribution / active EE | $1,550 | $3,939-60.7% | $3,689-58.0% | $4,156-62.7% |
| Participant deferral / active EE | $2,113 | $5,500-61.6% | $5,072-58.3% | $6,407-67.0% |
| Admin fee / account holder | $7,288 | $9,721-25.0% | $8,859-17.7% | $12,270-40.6% |