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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 | $12,084 | $77,908-84.5% | $149,696-91.9% | $75,173-83.9% |
| Participation rate | 53.3% | 65.6%-12.2pp | 78.8%-25.4pp | 67.2%-13.9pp |
| Annual return | 19.43% | 31.73%-12.3pp | 134.46%-115.0pp | 160.72%-141.3pp |
| Employer contribution / active EE | $644 | $3,138-79.5% | $4,821-86.6% | $2,671-75.9% |
| Participant deferral / active EE | $1,257 | $3,411-63.1% | $5,682-77.9% | $4,126-69.5% |
| Admin fee / account holder | $453 | $5,950-92.4% | $13,212-96.6% | $5,651-92.0% |