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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 | $18,631 | $69,541-73.2% | $59,899-68.9% | $135,380-86.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.7%-19.1pp | 82.6%-27.1pp |
| Annual return | 9.53% | 7.95%+1.6pp | 3.46%+6.1pp | 519.81%-510.3pp |
| Employer contribution / active EE | $845 | $3,236-73.9% | $2,723-69.0% | $4,779-82.3% |
| Participant deferral / active EE | $1,858 | $4,206-55.8% | $3,402-45.4% | $5,609-66.9% |
| Admin fee / account holder | $670 | $5,737-88.3% | $3,592-81.3% | $10,828-93.8% |