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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 | $14,526 | $87,166-83.3% | $76,735-81.1% | $137,256-89.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 14.19% | 26.50%-12.3pp | 29.77%-15.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $936 | $2,904-67.8% | $2,454-61.9% | $4,156-77.5% |
| Participant deferral / active EE | $2,178 | $4,726-53.9% | $4,088-46.7% | $6,407-66.0% |
| Admin fee / account holder | $4,733 | $8,403-43.7% | $7,189-34.2% | $12,270-61.4% |