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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 | $22,164 | $111,878-80.2% | $93,727-76.4% | $145,897-84.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 11.66% | 204.28%-192.6pp | 133.83%-122.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,567 | $3,092-17.0% | $2,421+6.0% | $4,663-45.0% |
| Participant deferral / active EE | $5,554 | $4,920+12.9% | $4,417+25.7% | $6,689-17.0% |
| Admin fee / account holder | $1,831 | $10,256-82.1% | $8,292-77.9% | $13,390-86.3% |