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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 | $22,409 | $106,557-79.0% | $91,227-75.4% | $134,545-83.3% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | 98.14% | 160.81%-62.7pp | 114.14%-16.0pp | 418.37%-320.2pp |
| Employer contribution / active EE | $2,447 | $3,332-26.6% | $2,851-14.2% | $4,742-48.4% |
| Participant deferral / active EE | $3,594 | $4,719-23.8% | $4,234-15.1% | $6,401-43.9% |
| Admin fee / account holder | $429 | $6,235-93.1% | $5,423-92.1% | $11,431-96.2% |