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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 | $9,829 | $29,733-66.9% | $56,025-82.5% | $80,959-87.9% |
| Participation rate | 69.7% | 41.7%+28.0pp | 52.5%+17.2pp | 67.7%+2.0pp |
| Annual return | 28.00% | 35.28%-7.3pp | 1712.69%-1684.7pp | 35.67%-7.7pp |
| Employer contribution / active EE | $2,830 | $672+321.3% | $1,042+171.7% | $2,757+2.6% |
| Participant deferral / active EE | $1,641 | $1,229+33.5% | $1,955-16.0% | $4,300-61.8% |
| Admin fee / account holder | $326 | $2,434-86.6% | $2,828-88.5% | $6,925-95.3% |