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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 | $13,215 | $106,247-87.6% | $96,515-86.3% | $139,466-90.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 60.43% | 38.47%+22.0pp | 35.73%+24.7pp | 373.66%-313.2pp |
| Employer contribution / active EE | $1,687 | $4,106-58.9% | $3,740-54.9% | $4,754-64.5% |
| Participant deferral / active EE | $3,279 | $5,456-39.9% | $4,880-32.8% | $6,712-51.1% |
| Admin fee / account holder | $3,314 | $7,885-58.0% | $6,735-50.8% | $11,409-71.0% |