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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 | $15,159 | $57,312-73.6% | $86,617-82.5% | $75,181-79.8% |
| Participation rate | 44.0% | 63.2%-19.2pp | 71.7%-27.7pp | 67.2%-23.2pp |
| Annual return | 15.54% | 2672.78%-2657.2pp | 591.91%-576.4pp | 160.69%-145.1pp |
| Employer contribution / active EE | $509 | $2,315-78.0% | $3,023-83.2% | $2,671-80.9% |
| Participant deferral / active EE | $2,197 | $3,319-33.8% | $4,437-50.5% | $4,126-46.7% |
| Admin fee / account holder | $3,166 | $4,114-23.1% | $5,613-43.6% | $5,650-44.0% |