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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 | $13,050 | $77,449-83.2% | $69,483-81.2% | $152,909-91.5% |
| Participation rate | 41.7% | 78.1%-36.4pp | 74.6%-32.9pp | 82.5%-40.8pp |
| Annual return | 32.07% | 39.09%-7.0pp | 28.99%+3.1pp | 345.46%-313.4pp |
| Employer contribution / active EE | $1,111 | $3,316-66.5% | $2,780-60.0% | $4,764-76.7% |
| Participant deferral / active EE | $1,770 | $4,415-59.9% | $3,537-49.9% | $5,851-69.7% |
| Admin fee / account holder | $974 | $6,210-84.3% | $3,841-74.6% | $11,601-91.6% |