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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 | $15,102 | $84,233-82.1% | $170,436-91.1% | $70,131-78.5% |
| Participation rate | 63.2% | 70.8%-7.7pp | 83.6%-20.4pp | 69.5%-6.4pp |
| Annual return | 14.79% | 23.06%-8.3pp | 205.94%-191.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $613 | $3,387-81.9% | $5,433-88.7% | $2,342-73.8% |
| Participant deferral / active EE | $1,659 | $3,086-46.2% | $4,939-66.4% | $3,332-50.2% |
| Admin fee / account holder | $668 | $5,698-88.3% | $13,880-95.2% | $4,645-85.6% |