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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 | $22,693 | $53,128-57.3% | $86,582-73.8% | $70,126-67.6% |
| Participation rate | 55.8% | 65.3%-9.5pp | 73.5%-17.7pp | 69.5%-13.7pp |
| Annual return | 17.63% | 27.66%-10.0pp | 965.08%-947.5pp | 73.15%-55.5pp |
| Employer contribution / active EE | $3,370 | $2,068+63.0% | $2,839+18.7% | $2,343+43.9% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,446 | $3,584+24.1% | $4,904-9.3% | $4,645-4.3% |