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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 | $20,139 | $96,678-79.2% | $86,640-76.8% | $139,466-85.6% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 10.93% | 106.69%-95.8pp | 592.52%-581.6pp | 373.66%-362.7pp |
| Employer contribution / active EE | $1,438 | $3,265-56.0% | $3,024-52.5% | $4,754-69.8% |
| Participant deferral / active EE | $3,252 | $4,837-32.8% | $4,438-26.7% | $6,712-51.6% |
| Admin fee / account holder | $790 | $6,410-87.7% | $5,616-85.9% | $11,409-93.1% |