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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 | $24,322 | $157,296-84.5% | $141,191-82.8% | $152,897-84.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 38.74% | 64.34%-25.6pp | 71.41%-32.7pp | 345.43%-306.7pp |
| Employer contribution / active EE | $2,187 | $5,262-58.4% | $4,736-53.8% | $4,764-54.1% |
| Participant deferral / active EE | $10,894 | $7,111+53.2% | $6,710+62.3% | $5,851+86.2% |
| Admin fee / account holder | $1,952 | $12,125-83.9% | $10,264-81.0% | $11,599-83.2% |