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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 | $17,775 | $110,801-84.0% | $86,868-79.5% | $167,518-89.4% |
| Participation rate | 61.5% | 75.8%-14.2pp | 71.6%-10.1pp | 82.1%-20.6pp |
| Annual return | 14.59% | 117.00%-102.4pp | 63.53%-48.9pp | 478.71%-464.1pp |
| Employer contribution / active EE | $1,272 | $3,245-60.8% | $2,496-49.0% | $4,838-73.7% |
| Participant deferral / active EE | $4,054 | $4,547-10.8% | $3,699+9.6% | $6,342-36.1% |
| Admin fee / account holder | $1,690 | $8,417-79.9% | $5,829-71.0% | $12,312-86.3% |