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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 | $16,813 | $95,406-82.4% | $185,849-91.0% | $85,847-80.4% |
| Participation rate | 56.4% | 68.8%-12.4pp | 81.7%-25.3pp | 69.3%-12.9pp |
| Annual return | 17.85% | 23.59%-5.7pp | 122.10%-104.2pp | 318.61%-300.8pp |
| Employer contribution / active EE | $677 | $3,314-79.6% | $5,169-86.9% | $2,565-73.6% |
| Participant deferral / active EE | $2,154 | $3,424-37.1% | $5,569-61.3% | $3,952-45.5% |
| Admin fee / account holder | $490 | $7,214-93.2% | $16,244-97.0% | $6,261-92.2% |