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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 | $22,320 | $55,423-59.7% | $155,602-85.7% | $74,400-70.0% |
| Participation rate | 64.0% | 61.9%+2.1pp | 78.2%-14.2pp | 67.2%-3.2pp |
| Annual return | 17.44% | 269.07%-251.6pp | 64.81%-47.4pp | 1367.51%-1350.1pp |
| Employer contribution / active EE | $776 | $2,266-65.7% | $4,675-83.4% | $2,624-70.4% |
| Participant deferral / active EE | $2,697 | $2,835-4.9% | $5,629-52.1% | $4,348-38.0% |
| Admin fee / account holder | $1,688 | $1,744-3.2% | $15,923-89.4% | $1,944-13.1% |