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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 | $9,303 | $69,248-86.6% | $64,101-85.5% | $139,466-93.3% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 19.34% | 45.95%-26.6pp | 33.72%-14.4pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,214 | $3,185-61.9% | $2,749-55.8% | $4,754-74.5% |
| Participant deferral / active EE | $1,805 | $4,682-61.5% | $3,881-53.5% | $6,712-73.1% |
| Admin fee / account holder | $1,031 | $4,247-75.7% | $3,070-66.4% | $11,409-91.0% |