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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 | $23,790 | $114,073-79.1% | $96,161-75.3% | $167,518-85.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 10.97% | 189.95%-179.0pp | 192.01%-181.0pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,106 | $3,428-67.8% | $2,798-60.5% | $4,838-77.1% |
| Participant deferral / active EE | $1,904 | $5,195-63.4% | $4,349-56.2% | $6,342-70.0% |
| Admin fee / account holder | $536 | $6,899-92.2% | $5,538-90.3% | $12,312-95.6% |