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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 | $129,737-83.2% | $119,126-81.7% | $154,746-85.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 22.22% | 379.08%-356.9pp | 282.11%-259.9pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,735 | $4,375-60.3% | $4,034-57.0% | $4,379-60.4% |
| Participant deferral / active EE | $8,023 | $5,842+37.3% | $5,318+50.9% | $6,730+19.2% |
| Admin fee / account holder | $1,248 | $11,961-89.6% | $10,693-88.3% | $14,365-91.3% |