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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 | $21,772 | $111,535-80.5% | $105,223-79.3% | $137,256-84.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 22.22% | 237.85%-215.6pp | 180.65%-158.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,735 | $3,939-56.0% | $3,689-53.0% | $4,156-58.3% |
| Participant deferral / active EE | $8,023 | $5,500+45.9% | $5,072+58.2% | $6,407+25.2% |
| Admin fee / account holder | $1,248 | $9,721-87.2% | $8,859-85.9% | $12,270-89.8% |