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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 | $15,825 | $111,785-85.8% | $93,669-83.1% | $145,877-89.2% |
| Participation rate | 47.4% | 74.2%-26.9pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 14.76% | 203.79%-189.0pp | 133.59%-118.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $909 | $3,096-70.6% | $2,424-62.5% | $4,663-80.5% |
| Participant deferral / active EE | $1,586 | $4,919-67.8% | $4,416-64.1% | $6,691-76.3% |
| Admin fee / account holder | $989 | $10,256-90.4% | $8,291-88.1% | $13,402-92.6% |