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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 | $38,215 | $96,691-60.5% | $86,656-55.9% | $139,487-72.6% |
| Participation rate | 66.7% | 74.4%-7.8pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 16.21% | 106.87%-90.7pp | 593.09%-576.9pp | 373.84%-357.6pp |
| Employer contribution / active EE | $1,196 | $3,267-63.4% | $3,025-60.5% | $4,755-74.9% |
| Participant deferral / active EE | $1,596 | $4,838-67.0% | $4,439-64.0% | $6,713-76.2% |
| Admin fee / account holder | $2,347 | $6,414-63.4% | $5,619-58.2% | $11,407-79.4% |