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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 | $15,506 | $103,000-84.9% | $90,300-82.8% | $152,885-89.9% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 16.81% | 95.19%-78.4pp | 78.11%-61.3pp | 345.39%-328.6pp |
| Employer contribution / active EE | $786 | $3,138-75.0% | $2,854-72.5% | $4,763-83.5% |
| Participant deferral / active EE | $966 | $4,281-77.4% | $3,884-75.1% | $5,851-83.5% |
| Admin fee / account holder | $537 | $6,173-91.3% | $5,353-90.0% | $11,598-95.4% |