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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 | $23,062 | $118,869-80.6% | $96,575-76.1% | $167,518-86.2% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.8%-32.3pp | 82.1%-44.6pp |
| Annual return | 18.36% | 50.49%-32.1pp | 37.79%-19.4pp | 478.71%-460.4pp |
| Employer contribution / active EE | $525 | $3,120-83.2% | $2,357-77.7% | $4,838-89.2% |
| Participant deferral / active EE | $1,176 | $4,616-74.5% | $3,849-69.4% | $6,342-81.5% |
| Admin fee / account holder | $562 | $8,067-93.0% | $6,182-90.9% | $12,312-95.4% |