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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 | $18,873 | $110,410-82.9% | $102,437-81.6% | $145,897-87.1% |
| Participation rate | 56.5% | 77.9%-21.4pp | 74.5%-18.0pp | 80.3%-23.8pp |
| Annual return | 45.37% | 24.85%+20.5pp | 24.95%+20.4pp | 552.29%-506.9pp |
| Employer contribution / active EE | $2,505 | $4,217-40.6% | $3,871-35.3% | $4,663-46.3% |
| Participant deferral / active EE | $3,480 | $5,622-38.1% | $5,060-31.2% | $6,689-48.0% |
| Admin fee / account holder | $1,090 | $9,745-88.8% | $8,388-87.0% | $13,390-91.9% |