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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 | $19,503 | $117,895-83.5% | $102,460-81.0% | $145,897-86.6% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 12.23% | 31.92%-19.7pp | 29.47%-17.2pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,551 | $3,619-29.5% | $3,025-15.7% | $4,663-45.3% |
| Participant deferral / active EE | $3,135 | $5,736-45.3% | $5,056-38.0% | $6,689-53.1% |
| Admin fee / account holder | $490 | $13,353-96.3% | $9,460-94.8% | $13,390-96.3% |