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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 | $10,922 | $67,823-83.9% | $52,425-79.2% | $137,256-92.0% |
| Participation rate | 55.6% | 63.9%-8.4pp | 55.6%-0.1pp | 80.0%-24.4pp |
| Annual return | 17.46% | 219.11%-201.6pp | 302.12%-284.7pp | 220.34%-202.9pp |
| Employer contribution / active EE | $715 | $1,163-38.5% | $914-21.8% | $4,156-82.8% |
| Participant deferral / active EE | $1,178 | $2,288-48.5% | $1,790-34.2% | $6,407-81.6% |
| Admin fee / account holder | $767 | $2,844-73.0% | $2,495-69.3% | $12,270-93.7% |