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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 | $21,549 | $63,346-66.0% | $92,240-76.6% | $70,126-69.3% |
| Participation rate | 57.6% | 68.7%-11.1pp | 76.5%-18.9pp | 69.5%-12.0pp |
| Annual return | 16.88% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,806 | $2,471-26.9% | $3,680-50.9% | $2,343-22.9% |
| Participant deferral / active EE | $2,574 | $2,854-9.8% | $3,897-33.9% | $3,332-22.7% |
| Admin fee / account holder | $1,836 | $3,841-52.2% | $5,194-64.7% | $4,645-60.5% |