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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 | $22,201 | $69,248-67.9% | $64,101-65.4% | $139,466-84.1% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 20.53% | 45.95%-25.4pp | 33.72%-13.2pp | 373.66%-353.1pp |
| Employer contribution / active EE | $1,392 | $3,185-56.3% | $2,749-49.3% | $4,754-70.7% |
| Participant deferral / active EE | $2,951 | $4,682-37.0% | $3,881-24.0% | $6,712-56.0% |
| Admin fee / account holder | $874 | $4,247-79.4% | $3,070-71.5% | $11,409-92.3% |