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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 | $22,251 | $68,398-67.5% | $94,664-76.5% | $75,173-70.4% |
| Participation rate | 51.2% | 76.1%-24.9pp | 80.8%-29.6pp | 67.2%-16.0pp |
| Annual return | 19.42% | 616.72%-597.3pp | 156.84%-137.4pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,972 | $2,701-27.0% | $3,673-46.3% | $2,671-26.2% |
| Participant deferral / active EE | $3,045 | $6,537-53.4% | $7,417-58.9% | $4,126-26.2% |
| Admin fee / account holder | $5,928 | $5,324+11.3% | $7,222-17.9% | $5,651+4.9% |