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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 | $9,234 | $76,407-87.9% | $150,298-93.9% | $82,448-88.8% |
| Participation rate | 58.3% | 66.4%-8.1pp | 77.8%-19.4pp | 68.1%-9.7pp |
| Annual return | 108.58% | 39.99%+68.6pp | 62.79%+45.8pp | 41.64%+66.9pp |
| Employer contribution / active EE | $593 | $2,614-77.3% | $4,154-85.7% | $2,551-76.8% |
| Participant deferral / active EE | $2,682 | $3,214-16.6% | $5,453-50.8% | $4,139-35.2% |
| Admin fee / account holder | $3,437 | $6,352-45.9% | $14,116-75.7% | $7,234-52.5% |