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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 | $18,429 | $75,962-75.7% | $154,111-88.0% | $64,173-71.3% |
| Participation rate | 69.0% | 70.4%-1.4pp | 83.0%-14.0pp | 69.6%-0.5pp |
| Annual return | 8.55% | 30.32%-21.8pp | 735.18%-726.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $673 | $3,350-79.9% | $5,298-87.3% | $2,381-71.7% |
| Participant deferral / active EE | $1,646 | $3,175-48.1% | $5,081-67.6% | $3,470-52.6% |
| Admin fee / account holder | $4,672 | $5,589-16.4% | $13,411-65.2% | $4,887-4.4% |