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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 | $12,297 | $48,053-74.4% | $84,623-85.5% | $72,983-83.2% |
| Participation rate | 44.4% | 57.6%-13.1pp | 68.2%-23.8pp | 69.5%-25.0pp |
| Annual return | 24.69% | 37.39%-12.7pp | 258.77%-234.1pp | 81.01%-56.3pp |
| Employer contribution / active EE | $748 | $1,602-53.3% | $2,652-71.8% | $2,440-69.3% |
| Participant deferral / active EE | $1,414 | $2,681-47.2% | $3,899-63.7% | $3,608-60.8% |
| Admin fee / account holder | $481 | $3,395-85.8% | $4,913-90.2% | $5,124-90.6% |