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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 | $26,370 | $103,038-74.4% | $90,324-70.8% | $152,909-82.8% |
| Participation rate | 58.8% | 75.9%-17.1pp | 73.3%-14.5pp | 82.5%-23.6pp |
| Annual return | 13.39% | 95.25%-81.9pp | 78.15%-64.8pp | 345.46%-332.1pp |
| Employer contribution / active EE | $2,247 | $3,141-28.4% | $2,856-21.3% | $4,764-52.8% |
| Participant deferral / active EE | $1,833 | $4,282-57.2% | $3,885-52.8% | $5,851-68.7% |
| Admin fee / account holder | $969 | $6,177-84.3% | $5,356-81.9% | $11,601-91.6% |