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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 | $21,672 | $112,935-80.8% | $90,970-76.2% | $158,966-86.4% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 15.44% | 215.79%-200.3pp | 134.58%-119.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $710 | $2,895-75.5% | $2,122-66.6% | $4,762-85.1% |
| Participant deferral / active EE | $2,122 | $4,129-48.6% | $3,373-37.1% | $5,983-64.5% |
| Admin fee / account holder | $1,611 | $8,045-80.0% | $5,960-73.0% | $11,250-85.7% |