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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 | $11,513 | $61,125-81.2% | $94,057-87.8% | $87,485-86.8% |
| Participation rate | 48.6% | 64.1%-15.4pp | 73.3%-24.7pp | 68.9%-20.3pp |
| Annual return | 21.11% | 35.20%-14.1pp | 480.62%-459.5pp | 26.06%-5.0pp |
| Employer contribution / active EE | $1,036 | $2,136-51.5% | $2,933-64.7% | $2,596-60.1% |
| Participant deferral / active EE | $1,069 | $3,260-67.2% | $4,709-77.3% | $4,274-75.0% |
| Admin fee / account holder | $3,023 | $5,629-46.3% | $7,244-58.3% | $7,775-61.1% |