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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 | $18,279 | $96,678-81.1% | $86,640-78.9% | $139,466-86.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 15.28% | 106.69%-91.4pp | 592.52%-577.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $927 | $3,265-71.6% | $3,024-69.4% | $4,754-80.5% |
| Participant deferral / active EE | $2,057 | $4,837-57.5% | $4,438-53.7% | $6,712-69.4% |
| Admin fee / account holder | $2,387 | $6,410-62.8% | $5,616-57.5% | $11,409-79.1% |