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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 | $23,837 | $68,097-65.0% | $62,929-62.1% | $137,256-82.6% |
| Participation rate | 52.6% | 77.4%-24.8pp | 73.1%-20.5pp | 80.0%-27.3pp |
| Annual return | 11.52% | 1859.11%-1847.6pp | 1063.93%-1052.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $837 | $2,811-70.2% | $2,505-66.6% | $4,156-79.9% |
| Participant deferral / active EE | $837 | $4,553-81.6% | $3,888-78.5% | $6,407-86.9% |
| Admin fee / account holder | $6,955 | $6,521+6.7% | $5,065+37.3% | $12,270-43.3% |