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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 | $12,763 | $109,372-88.3% | $89,414-85.7% | $158,966-92.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.0%-5.5pp | 82.0%-19.5pp |
| Annual return | 11.66% | 345.55%-333.9pp | 245.50%-233.8pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,503 | $3,171-52.6% | $2,586-41.9% | $4,762-68.4% |
| Participant deferral / active EE | $1,820 | $4,598-60.4% | $3,890-53.2% | $5,983-69.6% |
| Admin fee / account holder | $725 | $6,156-88.2% | $4,883-85.1% | $11,250-93.6% |