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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 | $21,695 | $101,618-78.7% | $93,063-76.7% | $137,256-84.2% |
| Participation rate | 57.1% | 74.9%-17.8pp | 72.1%-15.0pp | 80.0%-22.8pp |
| Annual return | 13.95% | 223.95%-210.0pp | 34.15%-20.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $857 | $2,707-68.3% | $2,476-65.4% | $4,156-79.4% |
| Participant deferral / active EE | $3,303 | $4,279-22.8% | $3,958-16.5% | $6,407-48.4% |
| Admin fee / account holder | $460 | $6,198-92.6% | $6,033-92.4% | $12,270-96.3% |