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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 | $8,839 | $116,167-92.4% | $64,489-86.3% | $137,256-93.6% |
| Participation rate | 31.3% | 68.2%-36.9pp | 67.7%-36.4pp | 80.0%-48.7pp |
| Annual return | 19.91% | 36.55%-16.6pp | 55.03%-35.1pp | 220.34%-200.4pp |
| Employer contribution / active EE | $496 | $2,483-80.0% | $1,523-67.4% | $4,156-88.1% |
| Participant deferral / active EE | $660 | $4,215-84.4% | $2,778-76.3% | $6,407-89.7% |
| Admin fee / account holder | $1,589 | $6,188-74.3% | $4,260-62.7% | $12,270-87.1% |