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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 | $20,375 | $106,003-80.8% | $92,236-77.9% | $147,585-86.2% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 12.92% | 50.05%-37.1pp | 176.29%-163.4pp | 578.57%-565.7pp |
| Employer contribution / active EE | $3,029 | $4,333-30.1% | $3,679-17.7% | $4,876-37.9% |
| Participant deferral / active EE | $11,915 | $4,478+166.1% | $3,897+205.8% | $5,439+119.1% |
| Admin fee / account holder | $13,455 | $6,333+112.5% | $5,194+159.1% | $10,885+23.6% |