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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 | $24,455 | $160,070-84.7% | $147,117-83.4% | $145,897-83.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 15.30% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,397 | $5,285-54.6% | $4,932-51.4% | $4,663-48.6% |
| Participant deferral / active EE | $5,334 | $8,419-36.7% | $8,065-33.9% | $6,689-20.3% |
| Admin fee / account holder | $980 | $15,035-93.5% | $12,993-92.5% | $13,390-92.7% |