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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 | $23,116 | $107,368-78.5% | $92,915-75.1% | $152,909-84.9% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 18.42% | 145.64%-127.2pp | 109.45%-91.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $1,369 | $4,222-67.6% | $3,653-62.5% | $4,764-71.3% |
| Participant deferral / active EE | $3,703 | $4,848-23.6% | $4,238-12.6% | $5,851-36.7% |
| Admin fee / account holder | $68,664 | $7,082+869.5% | $5,796+1084.7% | $11,601+491.9% |