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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 | $23,206 | $160,070-85.5% | $147,117-84.2% | $145,897-84.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 16.27% | 98.69%-82.4pp | 420.54%-404.3pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,151 | $5,285-59.3% | $4,932-56.4% | $4,663-53.9% |
| Participant deferral / active EE | $5,163 | $8,419-38.7% | $8,065-36.0% | $6,689-22.8% |
| Admin fee / account holder | $10,815 | $15,035-28.1% | $12,993-16.8% | $13,390-19.2% |