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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 | $22,922 | $63,342-63.8% | $92,236-75.1% | $70,131-67.3% |
| Participation rate | 68.4% | 68.7%-0.3pp | 76.5%-8.1pp | 69.5%-1.1pp |
| Annual return | 16.27% | 530.15%-513.9pp | 176.29%-160.0pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,974 | $2,471-20.1% | $3,679-46.4% | $2,342-15.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,859 | $3,840-51.6% | $5,194-64.2% | $4,645-60.0% |