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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 | $13,752 | $102,638-86.6% | $81,982-83.2% | $158,982-91.3% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.3%-2.6pp | 82.0%-15.3pp |
| Annual return | 20.86% | 61.05%-40.2pp | 41.31%-20.5pp | 302.99%-282.1pp |
| Employer contribution / active EE | $1,061 | $3,241-67.3% | $2,498-57.5% | $4,763-77.7% |
| Participant deferral / active EE | $2,451 | $4,649-47.3% | $3,722-34.1% | $5,983-59.0% |
| Admin fee / account holder | $854 | $8,237-89.6% | $5,665-84.9% | $11,252-92.4% |