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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 | $11,621 | $85,024-86.3% | $70,544-83.5% | $139,466-91.7% |
| Participation rate | 41.7% | 73.9%-32.2pp | 68.4%-26.7pp | 80.3%-38.7pp |
| Annual return | 24.44% | 30.39%-6.0pp | 32.79%-8.4pp | 373.66%-349.2pp |
| Employer contribution / active EE | $740 | $3,912-81.1% | $2,976-75.1% | $4,754-84.4% |
| Participant deferral / active EE | $1,196 | $5,891-79.7% | $4,568-73.8% | $6,712-82.2% |
| Admin fee / account holder | $714 | $8,928-92.0% | $6,427-88.9% | $11,409-93.7% |