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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 | $19,340 | $115,814-83.3% | $101,275-80.9% | $158,982-87.8% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 18.81% | 56.16%-37.3pp | 46.48%-27.7pp | 302.99%-284.2pp |
| Employer contribution / active EE | $1,189 | $4,176-71.5% | $3,660-67.5% | $4,763-75.0% |
| Participant deferral / active EE | $1,439 | $4,958-71.0% | $4,371-67.1% | $5,983-75.9% |
| Admin fee / account holder | $614 | $7,249-91.5% | $5,948-89.7% | $11,252-94.5% |