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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 | $23,798 | $175,231-86.4% | $149,696-84.1% | $139,466-82.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 21.37% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,176 | $5,478-60.3% | $4,821-54.9% | $4,754-54.2% |
| Participant deferral / active EE | $13,345 | $6,521+104.6% | $5,682+134.9% | $6,712+98.8% |
| Admin fee / account holder | $2,316 | $16,155-85.7% | $13,212-82.5% | $11,409-79.7% |