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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 | $20,720 | $125,184-83.4% | $105,607-80.4% | $145,884-85.8% |
| Participation rate | 61.1% | 77.6%-16.5pp | 75.3%-14.2pp | 80.3%-19.2pp |
| Annual return | 14.62% | 225.00%-210.4pp | 116.11%-101.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,311 | $3,720-37.9% | $3,167-27.0% | $4,662-50.4% |
| Participant deferral / active EE | $4,427 | $5,714-22.5% | $5,011-11.7% | $6,690-33.8% |
| Admin fee / account holder | $9,441 | $17,133-44.9% | $10,958-13.8% | $13,392-29.5% |