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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 | $10,841 | $103,038-89.5% | $90,324-88.0% | $152,909-92.9% |
| Participation rate | 59.1% | 75.9%-16.8pp | 73.3%-14.2pp | 82.5%-23.4pp |
| Annual return | 22.27% | 95.25%-73.0pp | 78.15%-55.9pp | 345.46%-323.2pp |
| Employer contribution / active EE | $316 | $3,141-89.9% | $2,856-88.9% | $4,764-93.4% |
| Participant deferral / active EE | $1,837 | $4,282-57.1% | $3,885-52.7% | $5,851-68.6% |
| Admin fee / account holder | $3,106 | $6,177-49.7% | $5,356-42.0% | $11,601-73.2% |