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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 | $21,369 | $123,854-82.7% | $69,623-69.3% | $145,884-85.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 15.04% | 192.35%-177.3pp | 101.23%-86.2pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,356 | $2,673-49.3% | $1,709-20.6% | $4,662-70.9% |
| Participant deferral / active EE | $2,492 | $4,242-41.2% | $2,890-13.8% | $6,690-62.7% |
| Admin fee / account holder | $1,792 | $7,822-77.1% | $4,696-61.8% | $13,392-86.6% |