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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 | $10,203 | $61,125-83.3% | $94,057-89.2% | $87,485-88.3% |
| Participation rate | 61.3% | 64.1%-2.8pp | 73.3%-12.1pp | 68.9%-7.6pp |
| Annual return | 16.03% | 35.20%-19.2pp | 480.62%-464.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $584 | $2,136-72.6% | $2,933-80.1% | $2,596-77.5% |
| Participant deferral / active EE | $898 | $3,260-72.5% | $4,709-80.9% | $4,274-79.0% |
| Admin fee / account holder | $3,461 | $5,629-38.5% | $7,244-52.2% | $7,775-55.5% |