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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 | $18,847 | $65,555-71.3% | $86,216-78.1% | $75,173-74.9% |
| Participation rate | 48.4% | 60.5%-12.1pp | 69.0%-20.6pp | 67.2%-18.8pp |
| Annual return | 19.54% | 46.07%-26.5pp | 1169.42%-1149.9pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,694 | $1,553+9.0% | $2,382-28.9% | $2,671-36.6% |
| Participant deferral / active EE | $3,187 | $3,023+5.4% | $3,986-20.0% | $4,126-22.8% |
| Admin fee / account holder | $4,140 | $5,469-24.3% | $6,853-39.6% | $5,651-26.7% |