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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 | $10,670 | $162,529-93.4% | $130,788-91.8% | $154,746-93.1% |
| Participation rate | 37.5% | 75.9%-38.4pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 12.50% | 510.48%-498.0pp | 386.44%-373.9pp | 172.34%-159.8pp |
| Employer contribution / active EE | $617 | $4,447-86.1% | $3,558-82.7% | $4,379-85.9% |
| Participant deferral / active EE | $1,254 | $4,808-73.9% | $4,137-69.7% | $6,730-81.4% |
| Admin fee / account holder | $1,059 | $7,669-86.2% | $6,673-84.1% | $14,365-92.6% |