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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 | $21,827 | $102,595-78.7% | $94,057-76.8% | $154,746-85.9% |
| Participation rate | 41.7% | 76.0%-34.3pp | 73.3%-31.7pp | 80.7%-39.0pp |
| Annual return | 20.16% | 583.42%-563.3pp | 480.62%-460.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,696 | $3,147-46.1% | $2,933-42.2% | $4,379-61.3% |
| Participant deferral / active EE | $2,737 | $5,118-46.5% | $4,709-41.9% | $6,730-59.3% |
| Admin fee / account holder | $2,645 | $7,736-65.8% | $7,244-63.5% | $14,365-81.6% |