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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 | $117,846-83.5% | $102,434-81.0% | $145,884-86.6% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 12.23% | 31.90%-19.7pp | 29.46%-17.2pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,551 | $3,615-29.4% | $3,023-15.6% | $4,662-45.3% |
| Participant deferral / active EE | $3,135 | $5,733-45.3% | $5,055-38.0% | $6,690-53.1% |
| Admin fee / account holder | $490 | $13,356-96.3% | $9,462-94.8% | $13,392-96.3% |