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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 | $24,029 | $95,580-74.9% | $76,872-68.7% | $139,466-82.8% |
| Participation rate | 55.6% | 74.0%-18.4pp | 69.6%-14.0pp | 80.3%-24.8pp |
| Annual return | 18.47% | 55.00%-36.5pp | 37.90%-19.4pp | 373.66%-355.2pp |
| Employer contribution / active EE | $653 | $3,145-79.2% | $2,533-74.2% | $4,754-86.3% |
| Participant deferral / active EE | $1,637 | $4,623-64.6% | $3,832-57.3% | $6,712-75.6% |
| Admin fee / account holder | $549 | $8,302-93.4% | $5,476-90.0% | $11,409-95.2% |