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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 | $12,143 | $73,546-83.5% | $63,018-80.7% | $147,586-91.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 15.14% | 175.56%-160.4pp | 87.62%-72.5pp | 578.59%-563.4pp |
| Employer contribution / active EE | $2,339 | $3,324-29.6% | $2,761-15.3% | $4,876-52.0% |
| Participant deferral / active EE | $3,794 | $4,185-9.3% | $3,330+14.0% | $5,439-30.2% |
| Admin fee / account holder | $33,245 | $5,956+458.2% | $3,601+823.3% | $10,886+205.4% |