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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 | $149,040-92.8% | $120,225-91.1% | $137,256-92.2% |
| Participation rate | 37.5% | 75.4%-37.9pp | 69.6%-32.1pp | 80.0%-42.5pp |
| Annual return | 12.50% | 605.68%-593.2pp | 439.23%-426.7pp | 220.34%-207.8pp |
| Employer contribution / active EE | $617 | $4,350-85.8% | $3,475-82.2% | $4,156-85.1% |
| Participant deferral / active EE | $1,254 | $4,655-73.1% | $3,999-68.6% | $6,407-80.4% |
| Admin fee / account holder | $1,059 | $6,348-83.3% | $5,696-81.4% | $12,270-91.4% |