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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 | $12,828 | $69,252-81.5% | $64,099-80.0% | $139,456-90.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 10.47% | 45.89%-35.4pp | 33.70%-23.2pp | 373.45%-363.0pp |
| Employer contribution / active EE | $1,469 | $3,184-53.9% | $2,748-46.5% | $4,753-69.1% |
| Participant deferral / active EE | $3,288 | $4,683-29.8% | $3,881-15.3% | $6,711-51.0% |
| Admin fee / account holder | $1,282 | $4,248-69.8% | $3,070-58.3% | $11,407-88.8% |