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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 | $109,908-76.0% | $97,161-72.9% | $145,978-81.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 15.63% | 243.80%-228.2pp | 75.36%-59.7pp | 550.52%-534.9pp |
| Employer contribution / active EE | $4,681 | $3,077+52.1% | $2,723+71.9% | $4,662+0.4% |
| Participant deferral / active EE | $6,615 | $4,679+41.4% | $4,265+55.1% | $6,690-1.1% |
| Admin fee / account holder | $2,619 | $6,213-57.9% | $5,647-53.6% | $13,400-80.5% |