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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 | $23,833 | $96,643-75.3% | $86,617-72.5% | $139,456-82.9% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 12.69% | 106.57%-93.9pp | 591.91%-579.2pp | 373.45%-360.8pp |
| Employer contribution / active EE | $1,276 | $3,264-60.9% | $3,023-57.8% | $4,753-73.2% |
| Participant deferral / active EE | $1,317 | $4,835-72.8% | $4,437-70.3% | $6,711-80.4% |
| Admin fee / account holder | $21,870 | $6,406+241.4% | $5,613+289.6% | $11,407+91.7% |