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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 | $16,242 | $90,614-82.1% | $76,089-78.7% | $145,877-88.9% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.1%-9.1pp | 80.3%-20.3pp |
| Annual return | 8.54% | 623.80%-615.3pp | 360.94%-352.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,039 | $3,324-38.7% | $2,690-24.2% | $4,663-56.3% |
| Participant deferral / active EE | $4,088 | $5,168-20.9% | $4,259-4.0% | $6,691-38.9% |
| Admin fee / account holder | $736 | $8,376-91.2% | $6,418-88.5% | $13,402-94.5% |