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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 | $22,027 | $102,595-78.5% | $94,057-76.6% | $154,746-85.8% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 10.71% | 583.42%-572.7pp | 480.62%-469.9pp | 172.34%-161.6pp |
| Employer contribution / active EE | $591 | $3,147-81.2% | $2,933-79.9% | $4,379-86.5% |
| Participant deferral / active EE | $1,366 | $5,118-73.3% | $4,709-71.0% | $6,730-79.7% |
| Admin fee / account holder | $486 | $7,736-93.7% | $7,244-93.3% | $14,365-96.6% |