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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 | $21,823 | $101,618-78.5% | $93,063-76.6% | $137,256-84.1% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 17.52% | 223.95%-206.4pp | 34.15%-16.6pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,435 | $2,707-47.0% | $2,476-42.1% | $4,156-65.5% |
| Participant deferral / active EE | $7,827 | $4,279+82.9% | $3,958+97.7% | $6,407+22.2% |
| Admin fee / account holder | $450 | $6,198-92.7% | $6,033-92.5% | $12,270-96.3% |