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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 | $111,814-75.7% | $93,654-71.0% | $145,959-81.4% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 25.76% | 203.30%-177.5pp | 133.34%-107.6pp | 561.95%-536.2pp |
| Employer contribution / active EE | $1,469 | $3,092-52.5% | $2,421-39.3% | $4,661-68.5% |
| Participant deferral / active EE | $2,291 | $4,914-53.4% | $4,413-48.1% | $6,689-65.7% |
| Admin fee / account holder | $1,977 | $10,246-80.7% | $8,282-76.1% | $13,398-85.2% |