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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 | $20,186 | $127,296-84.1% | $109,907-81.6% | $167,536-88.0% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.2%-19.7pp | 82.1%-27.6pp |
| Annual return | 18.48% | 22.97%-4.5pp | 29.46%-11.0pp | 478.82%-460.3pp |
| Employer contribution / active EE | $971 | $3,325-70.8% | $2,844-65.9% | $4,839-79.9% |
| Participant deferral / active EE | $2,846 | $4,513-36.9% | $4,047-29.7% | $6,342-55.1% |
| Admin fee / account holder | $1,404 | $7,119-80.3% | $6,069-76.9% | $12,315-88.6% |