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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 | $19,106 | $96,678-80.2% | $86,640-77.9% | $139,466-86.3% |
| Participation rate | 54.5% | 74.4%-19.9pp | 71.7%-17.2pp | 80.3%-25.8pp |
| Annual return | 18.42% | 106.69%-88.3pp | 592.52%-574.1pp | 373.66%-355.2pp |
| Employer contribution / active EE | $1,359 | $3,265-58.4% | $3,024-55.1% | $4,754-71.4% |
| Participant deferral / active EE | $2,146 | $4,837-55.6% | $4,438-51.6% | $6,712-68.0% |
| Admin fee / account holder | $1,437 | $6,410-77.6% | $5,616-74.4% | $11,409-87.4% |