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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 | $23,868 | $61,125-61.0% | $94,057-74.6% | $87,485-72.7% |
| Participation rate | 50.0% | 64.1%-14.1pp | 73.3%-23.3pp | 68.9%-18.9pp |
| Annual return | 12.65% | 35.20%-22.5pp | 480.62%-468.0pp | 26.06%-13.4pp |
| Employer contribution / active EE | $1,495 | $2,136-30.0% | $2,933-49.0% | $2,596-42.4% |
| Participant deferral / active EE | $2,298 | $3,260-29.5% | $4,709-51.2% | $4,274-46.2% |
| Admin fee / account holder | $3,222 | $5,629-42.8% | $7,244-55.5% | $7,775-58.6% |