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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 | $123,412-82.7% | $69,460-69.2% | $145,978-85.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 15.04% | 191.25%-176.2pp | 100.80%-85.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,356 | $2,684-49.5% | $1,714-20.9% | $4,662-70.9% |
| Participant deferral / active EE | $2,492 | $4,240-41.2% | $2,890-13.8% | $6,690-62.7% |
| Admin fee / account holder | $1,792 | $7,816-77.1% | $4,695-61.8% | $13,400-86.6% |