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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 | $18,892 | $159,934-88.2% | $147,005-87.1% | $145,959-87.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 13.69% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $3,435 | $5,287-35.0% | $4,934-30.4% | $4,661-26.3% |
| Participant deferral / active EE | $3,691 | $8,427-56.2% | $8,070-54.3% | $6,689-44.8% |
| Admin fee / account holder | $490,586 | $15,053+3159.0% | $13,006+3671.9% | $13,398+3561.7% |