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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 | $26,368 | $110,039-76.0% | $97,260-72.9% | $145,884-81.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 15.63% | 244.44%-228.8pp | 75.54%-59.9pp | 551.85%-536.2pp |
| Employer contribution / active EE | $4,681 | $3,074+52.3% | $2,721+72.0% | $4,662+0.4% |
| Participant deferral / active EE | $6,615 | $4,674+41.5% | $4,262+55.2% | $6,690-1.1% |
| Admin fee / account holder | $2,619 | $6,204-57.8% | $5,640-53.6% | $13,392-80.4% |