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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 | $16,109 | $107,363-85.0% | $92,909-82.7% | $152,897-89.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 27.28% | 145.63%-118.3pp | 109.44%-82.2pp | 345.43%-318.1pp |
| Employer contribution / active EE | $1,888 | $4,222-55.3% | $3,653-48.3% | $4,764-60.4% |
| Participant deferral / active EE | $2,824 | $4,848-41.7% | $4,238-33.4% | $5,851-51.7% |
| Admin fee / account holder | $3,733 | $7,082-47.3% | $5,795-35.6% | $11,599-67.8% |