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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 | $23,511 | $226,090-89.6% | $182,531-87.1% | $152,885-84.6% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 26.88% | 192.57%-165.7pp | 148.57%-121.7pp | 345.39%-318.5pp |
| Employer contribution / active EE | $801 | $4,978-83.9% | $4,075-80.3% | $4,763-83.2% |
| Participant deferral / active EE | $3,476 | $6,369-45.4% | $5,525-37.1% | $5,851-40.6% |
| Admin fee / account holder | $921 | $10,705-91.4% | $8,593-89.3% | $11,598-92.1% |