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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 | $9,840 | $51,642-80.9% | $129,384-92.4% | $80,935-87.8% |
| Participation rate | 56.7% | 56.9%-0.3pp | 69.6%-13.0pp | 67.7%-11.0pp |
| Annual return | 14.39% | 20.78%-6.4pp | 9461.77%-9447.4pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,269 | $1,583-19.9% | $4,153-69.5% | $2,757-54.0% |
| Participant deferral / active EE | $1,704 | $2,670-36.2% | $4,166-59.1% | $4,299-60.4% |
| Admin fee / account holder | $893 | $4,312-79.3% | $7,686-88.4% | $6,924-87.1% |