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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 | $15,782 | $58,311-72.9% | $81,882-80.7% | $80,959-80.5% |
| Participation rate | 25.9% | 63.5%-37.6pp | 72.4%-46.5pp | 67.7%-41.8pp |
| Annual return | 12.99% | 41.85%-28.9pp | 779.47%-766.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $335 | $2,347-85.7% | $2,916-88.5% | $2,757-87.8% |
| Participant deferral / active EE | $790 | $3,287-76.0% | $4,323-81.7% | $4,300-81.6% |
| Admin fee / account holder | $496 | $4,752-89.6% | $7,360-93.3% | $6,925-92.8% |