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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 | $17,109 | $103,008-83.4% | $90,304-81.1% | $152,897-88.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 24.63% | 95.22%-70.6pp | 78.13%-53.5pp | 345.43%-320.8pp |
| Employer contribution / active EE | $699 | $3,139-77.7% | $2,855-75.5% | $4,764-85.3% |
| Participant deferral / active EE | $1,621 | $4,281-62.1% | $3,885-58.3% | $5,851-72.3% |
| Admin fee / account holder | $1,146 | $6,175-81.4% | $5,354-78.6% | $11,599-90.1% |