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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 | $8,231 | $69,118-88.1% | $53,647-84.7% | $138,895-94.1% |
| Participation rate | 55.0% | 64.0%-9.0pp | 56.3%-1.3pp | 79.9%-24.9pp |
| Annual return | 17.73% | 248.26%-230.5pp | 358.33%-340.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $553 | $1,189-53.5% | $962-42.5% | $4,194-86.8% |
| Participant deferral / active EE | $903 | $2,274-60.3% | $1,813-50.2% | $6,396-85.9% |
| Admin fee / account holder | $387 | $2,724-85.8% | $2,460-84.3% | $12,562-96.9% |