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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 | $27,157 | $111,785-75.7% | $93,669-71.0% | $145,877-81.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 25.76% | 203.79%-178.0pp | 133.59%-107.8pp | 551.28%-525.5pp |
| Employer contribution / active EE | $1,469 | $3,096-52.5% | $2,424-39.4% | $4,663-68.5% |
| Participant deferral / active EE | $2,291 | $4,919-53.4% | $4,416-48.1% | $6,691-65.8% |
| Admin fee / account holder | $1,977 | $10,256-80.7% | $8,291-76.2% | $13,402-85.3% |