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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 | $22,240 | $103,008-78.4% | $90,304-75.4% | $152,897-85.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.5%-18.8pp |
| Annual return | 26.30% | 95.22%-68.9pp | 78.13%-51.8pp | 345.43%-319.1pp |
| Employer contribution / active EE | $2,255 | $3,139-28.2% | $2,855-21.0% | $4,764-52.7% |
| Participant deferral / active EE | $3,338 | $4,281-22.0% | $3,885-14.1% | $5,851-43.0% |
| Admin fee / account holder | $1,238 | $6,175-80.0% | $5,354-76.9% | $11,599-89.3% |