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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 | $26,202 | $96,678-72.9% | $86,640-69.8% | $139,466-81.2% |
| Participation rate | 25.0% | 74.4%-49.4pp | 71.7%-46.7pp | 80.3%-55.3pp |
| Annual return | 15.15% | 106.69%-91.5pp | 592.52%-577.4pp | 373.66%-358.5pp |
| Employer contribution / active EE | $789 | $3,265-75.8% | $3,024-73.9% | $4,754-83.4% |
| Participant deferral / active EE | $1,084 | $4,837-77.6% | $4,438-75.6% | $6,712-83.8% |
| Admin fee / account holder | $2,964 | $6,410-53.8% | $5,616-47.2% | $11,409-74.0% |