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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 | $27,149 | $183,539-85.2% | $155,556-82.5% | $145,897-81.4% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 17.02% | 61.31%-44.3pp | 64.84%-47.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $2,581 | $5,315-51.4% | $4,675-44.8% | $4,663-44.6% |
| Participant deferral / active EE | $4,421 | $6,467-31.6% | $5,631-21.5% | $6,689-33.9% |
| Admin fee / account holder | $6,101 | $19,275-68.3% | $15,885-61.6% | $13,390-54.4% |