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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 | $21,483 | $84,708-74.6% | $75,714-71.6% | $167,536-87.2% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.8%-9.6pp | 82.1%-16.9pp |
| Annual return | 13.77% | 199.62%-185.9pp | 104.62%-90.9pp | 478.82%-465.1pp |
| Employer contribution / active EE | $1,010 | $3,231-68.7% | $2,744-63.2% | $4,839-79.1% |
| Participant deferral / active EE | $1,591 | $4,577-65.2% | $3,820-58.4% | $6,342-74.9% |
| Admin fee / account holder | $2,756 | $5,358-48.6% | $3,619-23.9% | $12,315-77.6% |