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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 | $22,293 | $60,139-62.9% | $90,461-75.4% | $79,856-72.1% |
| Participation rate | 63.6% | 65.0%-1.4pp | 72.7%-9.1pp | 69.6%-6.0pp |
| Annual return | 14.03% | 71.96%-57.9pp | 1294.76%-1280.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $6,223 | $2,069+200.8% | $3,264+90.7% | $2,471+151.8% |
| Participant deferral / active EE | $1,321 | $2,939-55.1% | $3,964-66.7% | $3,741-64.7% |
| Admin fee / account holder | $7,738 | $3,978+94.5% | $5,617+37.8% | $5,306+45.8% |