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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 | $65,937 | $105,960-37.8% | $81,726-19.3% | $158,982-58.5% |
| Participation rate | 22.7% | 75.6%-52.9pp | 72.0%-49.3pp | 82.0%-59.2pp |
| Annual return | 20.14% | 38.19%-18.0pp | 29.49%-9.4pp | 302.99%-282.9pp |
| Employer contribution / active EE | $661 | $7,805-91.5% | $4,311-84.7% | $4,763-86.1% |
| Participant deferral / active EE | $2,673 | $13,011-79.5% | $7,108-62.4% | $5,983-55.3% |
| Admin fee / account holder | $380 | $8,494-95.5% | $5,160-92.6% | $11,252-96.6% |