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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 | $20,943 | $109,411-80.9% | $89,435-76.6% | $158,982-86.8% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.2pp | 82.0%-12.7pp |
| Annual return | 20.92% | 345.68%-324.8pp | 245.55%-224.6pp | 302.99%-282.1pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,700 | $4,600+23.9% | $3,890+46.5% | $5,983-4.7% |
| Admin fee / account holder | $1,235 | $6,159-80.0% | $4,884-74.7% | $11,252-89.0% |