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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 | $17,665 | $100,139-82.4% | $85,187-79.3% | $145,884-87.9% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 14.40% | 84.15%-69.7pp | 66.67%-52.3pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,226 | $3,238-62.1% | $2,732-55.1% | $4,662-73.7% |
| Participant deferral / active EE | $1,278 | $5,296-75.9% | $4,525-71.8% | $6,690-80.9% |
| Admin fee / account holder | $348 | $7,262-95.2% | $6,162-94.4% | $13,392-97.4% |