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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 | $24,232 | $90,691-73.3% | $76,119-68.2% | $145,884-83.4% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 15.53% | 624.52%-609.0pp | 361.25%-345.7pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,326 | $3,329-60.2% | $2,693-50.8% | $4,662-71.6% |
| Participant deferral / active EE | $1,651 | $5,167-68.1% | $4,259-61.2% | $6,690-75.3% |
| Admin fee / account holder | $2,097 | $8,383-75.0% | $6,421-67.3% | $13,392-84.3% |