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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 | $28,542 | $112,933-74.7% | $90,970-68.6% | $158,982-82.0% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 8.25% | 215.82%-207.6pp | 134.60%-126.3pp | 302.99%-294.7pp |
| Employer contribution / active EE | $561 | $2,893-80.6% | $2,122-73.6% | $4,763-88.2% |
| Participant deferral / active EE | $2,244 | $4,128-45.6% | $3,373-33.5% | $5,983-62.5% |
| Admin fee / account holder | $1,225 | $8,047-84.8% | $5,961-79.4% | $11,252-89.1% |