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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 | $8,876 | $69,248-87.2% | $64,101-86.2% | $139,466-93.6% |
| Participation rate | 39.1% | 75.6%-36.5pp | 72.3%-33.2pp | 80.3%-41.2pp |
| Annual return | 17.82% | 45.95%-28.1pp | 33.72%-15.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $576 | $3,185-81.9% | $2,749-79.0% | $4,754-87.9% |
| Participant deferral / active EE | $924 | $4,682-80.3% | $3,881-76.2% | $6,712-86.2% |
| Admin fee / account holder | $628 | $4,247-85.2% | $3,070-79.6% | $11,409-94.5% |