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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 | $14,209 | $106,247-86.6% | $96,515-85.3% | $139,466-89.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 12.56% | 38.47%-25.9pp | 35.73%-23.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,049 | $4,106-74.4% | $3,740-71.9% | $4,754-77.9% |
| Participant deferral / active EE | $2,216 | $5,456-59.4% | $4,880-54.6% | $6,712-67.0% |
| Admin fee / account holder | $12,969 | $7,885+64.5% | $6,735+92.5% | $11,409+13.7% |