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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 | $9,983 | $103,008-90.3% | $90,304-88.9% | $152,897-93.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 14.11% | 95.22%-81.1pp | 78.13%-64.0pp | 345.43%-331.3pp |
| Employer contribution / active EE | $1,883 | $3,139-40.0% | $2,855-34.0% | $4,764-60.5% |
| Participant deferral / active EE | $4,070 | $4,281-4.9% | $3,885+4.7% | $5,851-30.4% |
| Admin fee / account holder | $20,539 | $6,175+232.6% | $5,354+283.6% | $11,599+77.1% |