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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 | $17,655 | $104,664-83.1% | $85,693-79.4% | $167,518-89.5% |
| Participation rate | 54.2% | 76.4%-22.2pp | 69.9%-15.7pp | 82.1%-27.9pp |
| Annual return | 16.23% | 21.45%-5.2pp | 21.49%-5.3pp | 478.71%-462.5pp |
| Employer contribution / active EE | $689 | $3,337-79.3% | $2,618-73.7% | $4,838-85.8% |
| Participant deferral / active EE | $2,682 | $4,824-44.4% | $3,923-31.6% | $6,342-57.7% |
| Admin fee / account holder | $1,413 | $10,032-85.9% | $6,874-79.5% | $12,312-88.5% |