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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 | $21,320 | $134,817-84.2% | $123,973-82.8% | $155,188-86.3% |
| Participation rate | 54.5% | 79.4%-24.9pp | 76.7%-22.1pp | 80.8%-26.3pp |
| Annual return | 20.91% | 515.49%-494.6pp | 388.13%-367.2pp | 148.84%-127.9pp |
| Employer contribution / active EE | $1,438 | $4,425-67.5% | $4,126-65.1% | $4,248-66.1% |
| Participant deferral / active EE | $2,536 | $5,706-55.6% | $5,247-51.7% | $6,531-61.2% |
| Admin fee / account holder | $5,466 | $13,245-58.7% | $11,799-53.7% | $14,480-62.2% |