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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 | $11,297 | $55,889-79.8% | $76,119-85.2% | $80,935-86.0% |
| Participation rate | 58.3% | 62.1%-3.7pp | 69.1%-10.7pp | 67.7%-9.3pp |
| Annual return | 13.30% | 20.58%-7.3pp | 361.25%-347.9pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,054 | $1,866-43.5% | $2,693-60.8% | $2,757-61.8% |
| Participant deferral / active EE | $2,194 | $3,051-28.1% | $4,259-48.5% | $4,299-49.0% |
| Admin fee / account holder | $648 | $5,241-87.6% | $6,421-89.9% | $6,924-90.6% |