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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 | $20,318 | $99,921-79.7% | $85,009-76.1% | $145,959-86.1% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 19.58% | 83.89%-64.3pp | 66.47%-46.9pp | 561.95%-542.4pp |
| Employer contribution / active EE | $1,211 | $3,233-62.5% | $2,728-55.6% | $4,661-74.0% |
| Participant deferral / active EE | $1,713 | $5,293-67.6% | $4,522-62.1% | $6,689-74.4% |
| Admin fee / account holder | $680 | $7,252-90.6% | $6,153-88.9% | $13,398-94.9% |