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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 | $17,473 | $111,878-84.4% | $93,727-81.4% | $145,897-88.0% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.8pp |
| Annual return | 15.88% | 204.28%-188.4pp | 133.83%-118.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $966 | $3,092-68.8% | $2,421-60.1% | $4,663-79.3% |
| Participant deferral / active EE | $2,548 | $4,920-48.2% | $4,417-42.3% | $6,689-61.9% |
| Admin fee / account holder | $1,360 | $10,256-86.7% | $8,292-83.6% | $13,390-89.8% |