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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 | $18,520 | $118,877-84.4% | $96,570-80.8% | $167,536-88.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 13.64% | 50.50%-36.9pp | 37.79%-24.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $694 | $3,121-77.8% | $2,357-70.6% | $4,839-85.7% |
| Participant deferral / active EE | $3,540 | $4,617-23.3% | $3,849-8.0% | $6,342-44.2% |
| Admin fee / account holder | $1,055 | $8,069-86.9% | $6,182-82.9% | $12,315-91.4% |