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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 | $20,018 | $211,224-90.5% | $178,505-88.8% | $145,897-86.3% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 45.56% | 30.28%+15.3pp | 27.16%+18.4pp | 552.29%-506.7pp |
| Employer contribution / active EE | $1,522 | $4,577-66.8% | $3,955-61.5% | $4,663-67.4% |
| Participant deferral / active EE | $5,305 | $6,966-23.8% | $6,280-15.5% | $6,689-20.7% |
| Admin fee / account holder | $1,611 | $12,109-86.7% | $10,428-84.6% | $13,390-88.0% |