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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 | $15,846 | $84,233-81.2% | $170,436-90.7% | $70,131-77.4% |
| Participation rate | 60.7% | 70.8%-10.1pp | 83.6%-22.9pp | 69.5%-8.8pp |
| Annual return | 18.86% | 23.06%-4.2pp | 205.94%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $451 | $3,387-86.7% | $5,433-91.7% | $2,342-80.7% |
| Participant deferral / active EE | $995 | $3,086-67.7% | $4,939-79.9% | $3,332-70.1% |
| Admin fee / account holder | $588 | $5,698-89.7% | $13,880-95.8% | $4,645-87.3% |