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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 | $73,518-83.5% | $63,003-80.7% | $147,585-91.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 15.14% | 175.46%-160.3pp | 87.59%-72.4pp | 578.57%-563.4pp |
| Employer contribution / active EE | $2,339 | $3,322-29.6% | $2,760-15.3% | $4,876-52.0% |
| Participant deferral / active EE | $3,794 | $4,183-9.3% | $3,329+14.0% | $5,439-30.2% |
| Admin fee / account holder | $33,245 | $5,952+458.5% | $3,600+823.4% | $10,885+205.4% |