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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 | $24,723 | $118,695-79.2% | $98,916-75.0% | $158,950-84.4% |
| Participation rate | 69.6% | 77.8%-8.3pp | 76.0%-6.5pp | 82.0%-12.4pp |
| Annual return | 7.78% | 372.39%-364.6pp | 196.45%-188.7pp | 302.91%-295.1pp |
| Employer contribution / active EE | $2,609 | $3,333-21.7% | $2,689-3.0% | $4,762-45.2% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,795 | $10,132-82.3% | $6,642-73.0% | $11,248-84.0% |