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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 | $24,057 | $160,070-85.0% | $147,117-83.6% | $145,897-83.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 14.71% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $1,454 | $5,285-72.5% | $4,932-70.5% | $4,663-68.8% |
| Participant deferral / active EE | $5,361 | $8,419-36.3% | $8,065-33.5% | $6,689-19.9% |
| Admin fee / account holder | $4,861 | $15,035-67.7% | $12,993-62.6% | $13,390-63.7% |