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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 | $29,118 | $110,410-73.6% | $102,437-71.6% | $145,897-80.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 102.69% | 24.85%+77.8pp | 24.95%+77.7pp | 552.29%-449.6pp |
| Employer contribution / active EE | $1,607 | $4,217-61.9% | $3,871-58.5% | $4,663-65.5% |
| Participant deferral / active EE | $1,859 | $5,622-66.9% | $5,060-63.3% | $6,689-72.2% |
| Admin fee / account holder | $489 | $9,745-95.0% | $8,388-94.2% | $13,390-96.3% |