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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 | $14,278 | $58,311-75.5% | $81,882-82.6% | $80,959-82.4% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 21.60% | 41.85%-20.2pp | 779.47%-757.9pp | 35.67%-14.1pp |
| Employer contribution / active EE | $668 | $2,347-71.5% | $2,916-77.1% | $2,757-75.8% |
| Participant deferral / active EE | $1,291 | $3,287-60.7% | $4,323-70.1% | $4,300-70.0% |
| Admin fee / account holder | $1,392 | $4,752-70.7% | $7,360-81.1% | $6,925-79.9% |