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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 | $23,243 | $103,000-77.4% | $90,300-74.3% | $152,885-84.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 25.57% | 95.19%-69.6pp | 78.11%-52.5pp | 345.39%-319.8pp |
| Employer contribution / active EE | $442 | $3,138-85.9% | $2,854-84.5% | $4,763-90.7% |
| Participant deferral / active EE | $4,957 | $4,281+15.8% | $3,884+27.6% | $5,851-15.3% |
| Admin fee / account holder | $474 | $6,173-92.3% | $5,353-91.1% | $11,598-95.9% |