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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 | $23,607 | $68,398-65.5% | $94,664-75.1% | $75,173-68.6% |
| Participation rate | 68.8% | 76.1%-7.3pp | 80.8%-12.1pp | 67.2%+1.5pp |
| Annual return | 27.40% | 616.72%-589.3pp | 156.84%-129.4pp | 160.72%-133.3pp |
| Employer contribution / active EE | $1,907 | $2,701-29.4% | $3,673-48.1% | $2,671-28.6% |
| Participant deferral / active EE | $4,816 | $6,537-26.3% | $7,417-35.1% | $4,126+16.7% |
| Admin fee / account holder | $425 | $5,324-92.0% | $7,222-94.1% | $5,651-92.5% |