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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 | $9,105 | $68,097-86.6% | $62,929-85.5% | $137,256-93.4% |
| Participation rate | 56.5% | 77.4%-20.9pp | 73.1%-16.6pp | 80.0%-23.4pp |
| Annual return | 15.18% | 1859.11%-1843.9pp | 1063.93%-1048.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $239 | $2,811-91.5% | $2,505-90.5% | $4,156-94.2% |
| Participant deferral / active EE | $1,462 | $4,553-67.9% | $3,888-62.4% | $6,407-77.2% |
| Admin fee / account holder | $1,627 | $6,521-75.0% | $5,065-67.9% | $12,270-86.7% |