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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 | $14,714 | $58,241-74.7% | $81,780-82.0% | $80,911-81.8% |
| Participation rate | 44.8% | 63.4%-18.6pp | 72.4%-27.5pp | 67.6%-22.8pp |
| Annual return | 29.71% | 41.73%-12.0pp | 776.27%-746.6pp | 35.63%-5.9pp |
| Employer contribution / active EE | $1,492 | $2,343-36.3% | $2,914-48.8% | $2,756-45.9% |
| Participant deferral / active EE | $1,899 | $3,283-42.2% | $4,321-56.1% | $4,297-55.8% |
| Admin fee / account holder | $1,960 | $4,973-60.6% | $7,384-73.5% | $6,935-71.7% |