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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 | $17,325 | $69,518-75.1% | $59,883-71.1% | $135,382-87.2% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.7%-11.1pp | 82.6%-19.0pp |
| Annual return | 22.24% | 7.95%+14.3pp | 3.46%+18.8pp | 519.77%-497.5pp |
| Employer contribution / active EE | $821 | $3,235-74.6% | $2,722-69.8% | $4,779-82.8% |
| Participant deferral / active EE | $4,890 | $4,204+16.3% | $3,402+43.7% | $5,609-12.8% |
| Admin fee / account holder | $9,029 | $5,734+57.5% | $3,591+151.5% | $10,829-16.6% |