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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 | $17,574 | $111,785-84.3% | $93,669-81.2% | $145,877-88.0% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 9.18% | 203.79%-194.6pp | 133.59%-124.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,244 | $3,096-59.8% | $2,424-48.7% | $4,663-73.3% |
| Participant deferral / active EE | $4,829 | $4,919-1.8% | $4,416+9.4% | $6,691-27.8% |
| Admin fee / account holder | $21,115 | $10,256+105.9% | $8,291+154.7% | $13,402+57.5% |