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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 | $15,961 | $61,125-73.9% | $94,057-83.0% | $87,485-81.8% |
| Participation rate | 52.8% | 64.1%-11.3pp | 73.3%-20.6pp | 68.9%-16.2pp |
| Annual return | 22.23% | 35.20%-13.0pp | 480.62%-458.4pp | 26.06%-3.8pp |
| Employer contribution / active EE | $837 | $2,136-60.8% | $2,933-71.5% | $2,596-67.7% |
| Participant deferral / active EE | $2,851 | $3,260-12.5% | $4,709-39.5% | $4,274-33.3% |
| Admin fee / account holder | $393 | $5,629-93.0% | $7,244-94.6% | $7,775-94.9% |