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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 | $9,885 | $108,212-90.9% | $77,513-87.2% | $158,966-93.8% |
| Participation rate | 19.0% | 64.4%-45.4pp | 54.2%-35.1pp | 82.0%-62.9pp |
| Annual return | 34.92% | 31.67%+3.2pp | 54.81%-19.9pp | 302.95%-268.0pp |
| Employer contribution / active EE | $586 | $1,325-55.8% | $987-40.6% | $4,762-87.7% |
| Participant deferral / active EE | $1,223 | $2,455-50.2% | $1,861-34.3% | $5,983-79.6% |
| Admin fee / account holder | $3,641 | $3,709-1.8% | $2,859+27.4% | $11,250-67.6% |