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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 | $18,489 | $99,921-81.5% | $85,009-78.3% | $145,959-87.3% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.1pp | 80.3%-34.8pp |
| Annual return | 25.24% | 83.89%-58.7pp | 66.47%-41.2pp | 561.95%-536.7pp |
| Employer contribution / active EE | $507 | $3,233-84.3% | $2,728-81.4% | $4,661-89.1% |
| Participant deferral / active EE | $1,177 | $5,293-77.8% | $4,522-74.0% | $6,689-82.4% |
| Admin fee / account holder | $700 | $7,252-90.3% | $6,153-88.6% | $13,398-94.8% |